ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $248,248 | +3.6% | 2,194 | +5.5% | 0.04% | +5.0% |
Q2 2023 | $239,621 | -0.9% | 2,079 | +1.2% | 0.04% | -7.0% |
Q1 2023 | $241,810 | +19.7% | 2,055 | +30.8% | 0.04% | +79.2% |
Q4 2021 | $202,000 | -14.4% | 1,571 | -13.4% | 0.02% | -22.6% |
Q3 2021 | $236,000 | +7.8% | 1,815 | +8.0% | 0.03% | 0.0% |
Q2 2021 | $219,000 | +7.4% | 1,681 | +6.8% | 0.03% | -8.8% |
Q1 2021 | $204,000 | -6.0% | 1,574 | -3.7% | 0.03% | -10.5% |
Q4 2020 | $217,000 | -19.9% | 1,635 | -19.5% | 0.04% | -36.7% |
Q3 2020 | $271,000 | +13.4% | 2,031 | +13.7% | 0.06% | +5.3% |
Q2 2020 | $239,000 | +0.4% | 1,786 | -0.1% | 0.06% | -20.8% |
Q1 2020 | $238,000 | -78.0% | 1,787 | -79.7% | 0.07% | -75.4% |
Q1 2017 | $1,082,000 | -32.3% | 8,797 | -32.5% | 0.29% | -40.8% |
Q4 2016 | $1,598,000 | -46.6% | 13,042 | -44.9% | 0.50% | -59.6% |
Q3 2016 | $2,995,000 | -6.6% | 23,667 | -6.0% | 1.23% | -2.2% |
Q2 2016 | $3,208,000 | -50.0% | 25,190 | -50.6% | 1.25% | +3.9% |
Q1 2016 | $6,421,000 | – | 50,984 | – | 1.21% | – |
Download |
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% |