ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 457 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,320 | -12.2% | 427 | -10.9% | 0.01% | -15.4% |
| Q2 2023 | $55,033 | 0.0% | 479 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $55,033 | +0.0% | 479 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $55,032 | +1.9% | 479 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $54,000 | -6.9% | 479 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $58,000 | 0.0% | 479 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $58,000 | -6.5% | 479 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $62,000 | 0.0% | 479 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $62,000 | -1.6% | 479 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $63,000 | +1.6% | 479 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $62,000 | -3.1% | 479 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $64,000 | -1.5% | 479 | -1.6% | 0.02% | +53.8% |
| Q3 2020 | $65,000 | +1.6% | 487 | +1.7% | 0.01% | -45.8% |
| Q2 2020 | $64,000 | 0.0% | 479 | 0.0% | 0.02% | -22.6% |
| Q1 2020 | $64,000 | -28.1% | 479 | -32.2% | 0.03% | -13.9% |
| Q4 2019 | $89,000 | -10.1% | 706 | -9.6% | 0.04% | +5.9% |
| Q3 2019 | $99,000 | +7.6% | 781 | +6.8% | 0.03% | -8.1% |
| Q2 2019 | $92,000 | -1.1% | 731 | -3.3% | 0.04% | -5.1% |
| Q1 2019 | $93,000 | -55.7% | 756 | -56.2% | 0.04% | -62.1% |
| Q4 2018 | $210,000 | – | 1,727 | – | 0.10% | – |
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% |