ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,298,840 | -9.7% | 11,478 | -8.1% | 0.06% | -6.2% |
| Q2 2023 | $1,438,761 | -4.7% | 12,483 | -2.7% | 0.06% | -1.5% |
| Q1 2023 | $1,509,150 | -45.3% | 12,827 | -46.6% | 0.06% | -50.8% |
| Q4 2022 | $2,759,370 | +66.3% | 24,017 | +65.5% | 0.13% | +38.9% |
| Q3 2022 | $1,659,000 | +15.0% | 14,513 | +20.0% | 0.10% | +9.2% |
| Q2 2022 | $1,443,000 | +65.1% | 12,092 | +68.8% | 0.09% | +64.2% |
| Q1 2022 | $874,000 | +7.5% | 7,164 | +13.4% | 0.05% | +8.2% |
| Q4 2021 | $813,000 | +1029.2% | 6,320 | +1036.7% | 0.05% | +880.0% |
| Q1 2021 | $72,000 | -66.8% | 556 | -66.0% | 0.01% | -73.7% |
| Q4 2020 | $217,000 | +1450.0% | 1,634 | +1413.0% | 0.02% | +850.0% |
| Q1 2020 | $14,000 | – | 108 | +5300.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -84.6% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | -60.0% | 13 | -69.8% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | +150.0% | 43 | +230.8% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | – | 13 | +550.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2017 | $236,000 | +7766.7% | 1,931 | +7945.8% | 0.06% | +6000.0% |
| Q3 2017 | $3,000 | – | 24 | – | 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% |