ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 488 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $47,000 | +9.3% | 365 | +12.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | -2.3% | 326 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $44,000 | -13.7% | 326 | -14.2% | 0.00% | -20.0% |
| Q2 2020 | $51,000 | +24.4% | 380 | +22.6% | 0.01% | +25.0% |
| Q1 2020 | $41,000 | +5.1% | 310 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $39,000 | +69.6% | 310 | +69.4% | 0.00% | +33.3% |
| Q3 2019 | $23,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | -8.0% | 183 | -12.4% | 0.00% | -25.0% |
| Q4 2018 | $25,000 | 0.0% | 209 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $25,000 | -3.8% | 209 | -3.2% | 0.00% | -25.0% |
| Q2 2018 | $26,000 | – | 216 | – | 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% |