ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,244 | +221.5% | 2,017 | +255.1% | 0.06% | +136.0% |
| Q2 2019 | $71,000 | +1675.0% | 568 | +1793.3% | 0.02% | +1150.0% |
| Q1 2019 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $4,000 | -42.9% | 30 | -43.4% | 0.00% | -40.0% |
| Q4 2016 | $7,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $7,000 | – | 53 | – | 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% |