ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 242 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $11,000 | -15.4% | 81 | -19.8% | 0.01% | +12.5% |
| Q4 2019 | $13,000 | 0.0% | 101 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $13,000 | -43.5% | 101 | -44.2% | 0.01% | -50.0% |
| Q2 2019 | $23,000 | +4.5% | 181 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $22,000 | 0.0% | 181 | 0.0% | 0.02% | -15.0% |
| Q4 2018 | $22,000 | 0.0% | 181 | 0.0% | 0.02% | +33.3% |
| Q3 2018 | $22,000 | 0.0% | 181 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $22,000 | -53.2% | 181 | -53.9% | 0.02% | -55.6% |
| Q1 2018 | $47,000 | -2.1% | 393 | +0.3% | 0.04% | +2.9% |
| Q4 2017 | $48,000 | -12.7% | 392 | -11.5% | 0.04% | -16.7% |
| Q3 2017 | $55,000 | 0.0% | 443 | +0.2% | 0.04% | -6.7% |
| Q2 2017 | $55,000 | -17.9% | 442 | -19.3% | 0.04% | -16.7% |
| Q1 2017 | $67,000 | 0.0% | 548 | +0.2% | 0.05% | -10.0% |
| Q4 2016 | $67,000 | -97.2% | 547 | -97.2% | 0.06% | -97.3% |
| Q3 2016 | $2,436,000 | +4329.1% | 19,248 | +4335.0% | 2.22% | +3671.2% |
| Q2 2016 | $55,000 | 0.0% | 434 | +0.2% | 0.06% | +11.3% |
| Q1 2016 | $55,000 | +3.8% | 433 | +0.2% | 0.05% | +10.4% |
| Q4 2015 | $53,000 | – | 432 | – | 0.05% | – |
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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% |