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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,881 | -39.8% | 2,208 | -39.2% | 0.02% | -50.0% |
| Q3 2022 | $415,000 | +106.5% | 3,630 | +136.0% | 0.03% | +88.9% |
| Q4 2021 | $201,000 | -2.4% | 1,538 | -2.6% | 0.02% | +5.9% |
| Q3 2021 | $206,000 | +2.5% | 1,579 | +2.7% | 0.02% | -5.6% |
| Q2 2021 | $201,000 | -52.7% | 1,538 | -51.7% | 0.02% | -70.5% |
| Q2 2020 | $425,000 | +10525.0% | 3,183 | +7857.5% | 0.06% | +2950.0% |
| Q3 2018 | $4,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |