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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,831,330 | -30.6% | 16,184 | -29.3% | 0.01% | -26.3% |
| Q2 2023 | $2,639,513 | – | 22,900 | -15.2% | 0.02% | – |
| Q1 2023 | $0 | -100.0% | 27,012 | +682.7% | 0.00% | -100.0% |
| Q4 2022 | $396,515 | -4.9% | 3,451 | -5.6% | 0.01% | 0.0% |
| Q3 2022 | $417,000 | -89.9% | 3,656 | -89.4% | 0.01% | -90.9% |
| Q2 2022 | $4,116,000 | -3.8% | 34,490 | -1.6% | 0.06% | +14.6% |
| Q1 2022 | $4,279,000 | +1776.8% | 35,061 | +1875.3% | 0.05% | +2300.0% |
| Q4 2021 | $228,000 | -5.0% | 1,775 | -4.1% | 0.00% | -33.3% |
| Q3 2021 | $240,000 | -4.8% | 1,851 | -4.3% | 0.00% | -25.0% |
| Q2 2021 | $252,000 | -9.7% | 1,934 | -9.8% | 0.00% | -20.0% |
| Q1 2021 | $279,000 | +1.1% | 2,145 | +3.1% | 0.01% | -16.7% |
| Q4 2020 | $276,000 | +1.1% | 2,080 | +2.0% | 0.01% | -14.3% |
| Q3 2020 | $273,000 | -1.8% | 2,040 | -1.9% | 0.01% | -12.5% |
| Q2 2020 | $278,000 | +34.3% | 2,080 | +33.8% | 0.01% | -11.1% |
| Q1 2020 | $207,000 | -22.2% | 1,554 | -26.4% | 0.01% | -18.2% |
| Q4 2019 | $266,000 | – | 2,112 | – | 0.01% | – |
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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% |