ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $248,000 | -5.7% | 2,081 | -3.6% | 0.12% | +14.9% |
| Q1 2022 | $263,000 | -19.6% | 2,158 | -15.1% | 0.10% | -10.6% |
| Q4 2021 | $327,000 | -1.2% | 2,541 | 0.0% | 0.11% | -5.8% |
| Q3 2021 | $331,000 | -2.9% | 2,541 | -2.6% | 0.12% | -2.4% |
| Q2 2021 | $341,000 | -10.3% | 2,610 | -10.7% | 0.12% | -20.1% |
| Q1 2021 | $380,000 | +5.0% | 2,922 | +7.2% | 0.15% | -1.3% |
| Q4 2020 | $362,000 | +7.1% | 2,725 | +7.6% | 0.16% | -3.1% |
| Q3 2020 | $338,000 | +7.3% | 2,532 | +7.3% | 0.16% | +0.6% |
| Q2 2020 | $315,000 | -24.1% | 2,359 | -24.2% | 0.16% | -35.0% |
| Q1 2020 | $415,000 | -20.2% | 3,113 | -24.7% | 0.25% | +7.0% |
| Q4 2019 | $520,000 | +30.7% | 4,135 | +31.6% | 0.23% | +32.9% |
| Q3 2019 | $398,000 | – | 3,142 | – | 0.17% | – |
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% |