ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,774 | -6.6% | 1,792 | -4.8% | 0.09% | -6.1% |
| Q2 2023 | $216,990 | -3.1% | 1,883 | -1.1% | 0.10% | -14.8% |
| Q1 2023 | $224,046 | -24.8% | 1,904 | -23.7% | 0.12% | -26.8% |
| Q2 2022 | $298,000 | -4.8% | 2,496 | -2.7% | 0.16% | +16.3% |
| Q1 2022 | $313,000 | -33.0% | 2,565 | -29.3% | 0.14% | -33.2% |
| Q4 2021 | $467,000 | -3.3% | 3,628 | -2.3% | 0.20% | -10.6% |
| Q3 2021 | $483,000 | – | 3,713 | – | 0.23% | – |
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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% |