ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |