ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263 | -74.4% | 2,327 | -73.9% | 0.00% | -66.7% |
| Q2 2023 | $1,029 | +20.6% | 8,924 | +23.1% | 0.00% | 0.0% |
| Q1 2023 | $853 | +93.0% | 7,251 | +88.3% | 0.00% | +50.0% |
| Q4 2022 | $442 | -99.9% | 3,851 | -18.9% | 0.00% | -33.3% |
| Q3 2019 | $597,000 | 0.0% | 4,751 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $597,000 | -71.1% | 4,751 | -71.7% | 0.00% | -76.9% |
| Q1 2019 | $2,069,000 | -56.8% | 16,792 | -57.4% | 0.01% | -61.8% |
| Q4 2018 | $4,789,000 | +48.4% | 39,447 | +45.5% | 0.03% | +61.9% |
| Q3 2018 | $3,228,000 | -15.6% | 27,110 | -15.0% | 0.02% | -22.2% |
| Q2 2018 | $3,825,000 | +19.7% | 31,876 | +19.2% | 0.03% | +17.4% |
| Q1 2018 | $3,195,000 | +99.7% | 26,734 | +104.2% | 0.02% | +76.9% |
| Q4 2017 | $1,600,000 | +119.5% | 13,094 | +121.7% | 0.01% | +85.7% |
| Q3 2017 | $729,000 | +29.3% | 5,905 | +29.4% | 0.01% | +16.7% |
| Q2 2017 | $564,000 | +112.0% | 4,565 | +111.1% | 0.01% | +100.0% |
| Q1 2017 | $266,000 | +11.8% | 2,162 | +11.4% | 0.00% | -25.0% |
| Q4 2016 | $238,000 | – | 1,941 | – | 0.00% | – |
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% |