ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,905,000 | -5.0% | 69,204 | -3.9% | 1.66% | -66.8% |
| Q3 2021 | $9,373,000 | +37.7% | 72,006 | +38.1% | 5.02% | +38.6% |
| Q2 2021 | $6,805,000 | +0.2% | 52,134 | -0.3% | 3.62% | +8.4% |
| Q1 2021 | $6,791,000 | +275.8% | 52,282 | +284.9% | 3.34% | +202.4% |
| Q4 2020 | $1,807,000 | +0.9% | 13,585 | +1.4% | 1.11% | -35.3% |
| Q3 2020 | $1,790,000 | +29.1% | 13,402 | +21.5% | 1.71% | +24.4% |
| Q4 2019 | $1,387,000 | – | 11,033 | – | 1.38% | – |
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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% |