ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,100,000 | -19.5% | 25,401 | -15.1% | 0.07% | -25.5% |
| Q4 2021 | $3,850,000 | -14.1% | 29,918 | -13.1% | 0.10% | -26.9% |
| Q3 2021 | $4,481,000 | -5.5% | 34,422 | -5.2% | 0.13% | -20.2% |
| Q2 2021 | $4,740,000 | +20.5% | 36,310 | +19.9% | 0.17% | -15.2% |
| Q1 2021 | $3,935,000 | -1.0% | 30,293 | +1.3% | 0.20% | -33.1% |
| Q4 2020 | $3,976,000 | -2.7% | 29,902 | -2.2% | 0.30% | -19.8% |
| Q3 2020 | $4,086,000 | +10.7% | 30,586 | +10.7% | 0.37% | -33.6% |
| Q2 2020 | $3,692,000 | +6.0% | 27,619 | +5.5% | 0.56% | -44.5% |
| Q1 2020 | $3,483,000 | +7.5% | 26,191 | +1.6% | 1.00% | -27.8% |
| Q4 2019 | $3,241,000 | +11.2% | 25,773 | +12.2% | 1.39% | -2.5% |
| Q3 2019 | $2,914,000 | +1.9% | 22,979 | +1.1% | 1.42% | -11.6% |
| Q2 2019 | $2,859,000 | +36.5% | 22,734 | +33.8% | 1.61% | -3.1% |
| Q1 2019 | $2,094,000 | +16.4% | 16,993 | +14.7% | 1.66% | -8.1% |
| Q4 2018 | $1,799,000 | – | 14,817 | – | 1.81% | – |
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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% |