Rinkey Investments - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Rinkey Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,592,951
+7.0%
67,099
+8.9%
3.48%
+7.2%
Q2 2023$7,098,979
+80.9%
61,591
+84.7%
3.25%
+57.9%
Q1 2023$3,923,510
+196.1%
33,349
+189.2%
2.06%
+159.3%
Q4 2022$1,324,911
+1.8%
11,532
+1.8%
0.79%
-19.3%
Q3 2022$1,301,00011,3320.98%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders