ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $377,000 | -87.0% | 2,900 | -87.0% | 0.13% | -87.3% |
| Q2 2021 | $2,906,000 | +386.8% | 22,277 | +384.3% | 1.05% | +357.4% |
| Q1 2021 | $597,000 | +173.9% | 4,600 | +182.2% | 0.23% | +123.3% |
| Q3 2020 | $218,000 | -94.0% | 1,630 | -94.3% | 0.10% | -94.5% |
| Q3 2019 | $3,637,000 | +3.2% | 28,731 | +2.3% | 1.88% | -0.1% |
| Q2 2019 | $3,525,000 | +17.0% | 28,077 | +14.8% | 1.88% | +15.8% |
| Q1 2019 | $3,014,000 | +29.3% | 24,466 | +27.4% | 1.62% | +12.6% |
| Q4 2018 | $2,331,000 | +7.6% | 19,200 | +5.3% | 1.44% | +3.9% |
| Q3 2018 | $2,166,000 | +12.9% | 18,225 | +13.7% | 1.39% | +2.0% |
| Q2 2018 | $1,919,000 | -0.7% | 16,025 | 0.0% | 1.36% | -6.0% |
| Q1 2018 | $1,932,000 | – | 16,025 | – | 1.45% | – |
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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% |