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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,272,000 | -32.1% | 11,038 | -24.2% | 0.07% | -33.6% |
| Q4 2021 | $1,873,000 | -59.3% | 14,558 | -58.7% | 0.11% | -64.9% |
| Q2 2021 | $4,604,000 | +6.2% | 35,268 | +6.3% | 0.30% | +102.0% |
| Q1 2021 | $4,335,000 | +949.6% | 33,177 | +968.2% | 0.15% | +738.9% |
| Q4 2020 | $413,000 | -74.6% | 3,106 | -74.4% | 0.02% | -77.8% |
| Q3 2020 | $1,623,000 | -77.6% | 12,146 | -77.6% | 0.08% | -79.7% |
| Q2 2020 | $7,254,000 | +156.8% | 54,266 | +156.1% | 0.40% | +90.9% |
| Q1 2020 | $2,825,000 | +3666.7% | 21,187 | +3437.1% | 0.21% | +3383.3% |
| Q4 2019 | $75,000 | -31.8% | 599 | -30.9% | 0.01% | -33.3% |
| Q3 2019 | $110,000 | -89.6% | 867 | -89.9% | 0.01% | -92.4% |
| Q1 2019 | $1,056,000 | +69.2% | 8,570 | +66.7% | 0.12% | +34.1% |
| Q4 2018 | $624,000 | -75.4% | 5,140 | -75.1% | 0.09% | -86.7% |
| Q3 2017 | $2,537,000 | -12.9% | 20,628 | -12.3% | 0.66% | -20.1% |
| Q2 2017 | $2,914,000 | -1.6% | 23,532 | -1.5% | 0.83% | -5.4% |
| Q1 2017 | $2,960,000 | -1.2% | 23,887 | -2.5% | 0.87% | -12.9% |
| Q4 2016 | $2,997,000 | – | 24,494 | – | 1.00% | – |
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% |