ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,321,000 | -6.5% | 39,828 | -6.5% | 1.31% | -0.2% |
| Q2 2020 | $5,693,000 | -42.6% | 42,587 | -45.6% | 1.31% | -59.9% |
| Q3 2019 | $9,919,000 | -15.1% | 78,222 | -15.8% | 3.27% | -22.9% |
| Q2 2019 | $11,681,000 | -61.7% | 92,886 | -63.7% | 4.25% | -34.1% |
| Q3 2018 | $30,485,000 | +87.2% | 256,022 | +88.6% | 6.44% | -18.6% |
| Q2 2018 | $16,287,000 | +325640.0% | 135,725 | +315539.5% | 7.92% | +263766.7% |
| Q1 2018 | $5,000 | -16.7% | 43 | -14.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |