ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,325 | +12.9% | 11,496 | +15.2% | 0.12% | +21.9% |
| Q1 2023 | $1,174 | -100.0% | 9,981 | +389.0% | 0.10% | +357.1% |
| Q4 2022 | $234,439,800 | +103177.4% | 2,041 | +2.6% | 0.02% | -4.5% |
| Q3 2022 | $227,000 | -70.5% | 1,989 | -65.6% | 0.02% | -79.8% |
| Q4 2020 | $769,000 | -5.6% | 5,783 | -5.3% | 0.11% | -11.4% |
| Q3 2020 | $815,000 | -40.4% | 6,106 | -40.3% | 0.12% | -48.1% |
| Q2 2020 | $1,367,000 | -6.0% | 10,230 | -6.2% | 0.24% | -17.1% |
| Q1 2020 | $1,454,000 | +24.7% | 10,908 | +17.7% | 0.29% | +40.9% |
| Q4 2019 | $1,166,000 | -11.3% | 9,271 | -10.6% | 0.20% | -19.1% |
| Q3 2019 | $1,315,000 | +148.1% | 10,373 | +146.0% | 0.25% | +143.7% |
| Q2 2019 | $530,000 | +3.7% | 4,216 | +1.7% | 0.10% | -3.7% |
| Q1 2019 | $511,000 | – | 4,146 | – | 0.11% | – |
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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% |