ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $377,000 | -6.5% | 2,896 | -3.9% | 0.08% | -47.9% |
| Q1 2020 | $403,000 | +89.2% | 3,013 | +73.3% | 0.15% | +80.2% |
| Q3 2017 | $213,000 | +5.4% | 1,739 | +4.6% | 0.08% | -8.0% |
| Q2 2017 | $202,000 | -35.3% | 1,663 | -34.5% | 0.09% | -40.9% |
| Q1 2017 | $312,000 | -41.2% | 2,539 | -41.3% | 0.15% | -51.9% |
| Q4 2016 | $531,000 | – | 4,326 | – | 0.31% | – |
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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% |