ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $8,616,000 | +1250.5% | 64,459 | +1138.2% | 7.38% | +1162.1% |
| Q1 2016 | $638,000 | 0.0% | 5,206 | 0.0% | 0.58% | +1.4% |
| Q4 2015 | $638,000 | -0.8% | 5,206 | +1.0% | 0.58% | -0.2% |
| Q3 2015 | $643,000 | +1.4% | 5,157 | 0.0% | 0.58% | +5.1% |
| Q2 2015 | $634,000 | -0.9% | 5,157 | 0.0% | 0.55% | +1.5% |
| Q1 2015 | $640,000 | +1.4% | 5,157 | 0.0% | 0.54% | +1.1% |
| Q4 2014 | $631,000 | +0.8% | 5,157 | 0.0% | 0.54% | +0.8% |
| Q3 2014 | $626,000 | +2.0% | 5,157 | +2.3% | 0.53% | +6.8% |
| Q2 2014 | $614,000 | -2.2% | 5,042 | -3.1% | 0.50% | -6.0% |
| Q1 2014 | $628,000 | +3.0% | 5,204 | +2.5% | 0.53% | -6.2% |
| Q4 2013 | $610,000 | – | 5,079 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 2,233,642 | $284,454,000 | 19.38% |
| Tanglewood Wealth Management, Inc. | 303,956 | $38,709,000 | 14.27% |
| New Harbor Financial Group, LLC | 87,940 | $11,199,000 | 12.89% |
| Gunma Bank,Ltd. | 201,000 | $25,597,000 | 9.12% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 238,076 | $30,319,000 | 7.07% |
| Visionary Asset Management, Inc. | 120,853 | $15,390,000 | 5.46% |
| MEEDER ASSET MANAGEMENT INC | 420,805 | $53,590,000 | 5.01% |
| Sage Advisory Services, Ltd.Co. | 279,569 | $35,603,000 | 4.71% |
| SFMG, LLC | 158,630 | $20,202,000 | 4.51% |
| COLONY GROUP LLC | 287,486 | $36,611,000 | 4.02% |