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 | $32,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 249 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $32,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | -3.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $33,000 | 0.0% | 249 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $33,000 | 0.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $33,000 | 0.0% | 249 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $33,000 | +6.5% | 249 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $31,000 | -3.1% | 249 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $32,000 | +3.2% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $31,000 | -99.0% | 249 | -98.9% | 0.01% | -99.5% |
| Q1 2016 | $2,986,000 | -16.3% | 23,707 | -18.6% | 1.95% | -11.0% |
| Q4 2015 | $3,569,000 | -4.7% | 29,110 | -3.1% | 2.19% | -11.4% |
| Q3 2015 | $3,746,000 | -23.3% | 30,050 | -24.3% | 2.47% | -19.7% |
| Q2 2015 | $4,884,000 | – | 39,717 | – | 3.07% | – |
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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% |