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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,254 | -9.3% | 10,702 | -12.4% | 0.51% | -12.2% |
| Q3 2023 | $1,382 | +1.1% | 12,215 | +3.0% | 0.58% | +4.9% |
| Q2 2023 | $1,367 | -14.8% | 11,862 | -13.1% | 0.56% | -16.9% |
| Q1 2023 | $1,605 | -0.1% | 13,645 | -2.4% | 0.67% | +0.8% |
| Q4 2022 | $1,606 | -99.9% | 13,982 | -11.0% | 0.66% | -20.4% |
| Q3 2022 | $1,796,000 | +11.4% | 15,717 | +16.4% | 0.83% | +8.9% |
| Q2 2022 | $1,612,000 | -2.9% | 13,508 | -0.7% | 0.76% | +0.9% |
| Q1 2022 | $1,660,000 | -5.7% | 13,603 | -0.6% | 0.76% | -8.8% |
| Q4 2021 | $1,761,000 | -1.7% | 13,688 | -0.5% | 0.83% | -8.2% |
| Q3 2021 | $1,791,000 | -1.4% | 13,761 | -1.1% | 0.90% | -1.7% |
| Q2 2021 | $1,816,000 | +5.5% | 13,910 | +4.9% | 0.92% | +0.8% |
| Q1 2021 | $1,722,000 | +3.9% | 13,259 | +6.4% | 0.91% | -5.7% |
| Q4 2020 | $1,658,000 | +13.5% | 12,466 | +14.0% | 0.97% | -0.8% |
| Q3 2020 | $1,461,000 | +1.2% | 10,933 | +1.2% | 0.98% | -3.8% |
| Q2 2020 | $1,444,000 | +6.5% | 10,802 | +6.2% | 1.02% | -1.6% |
| Q1 2020 | $1,356,000 | +12.3% | 10,172 | +6.0% | 1.03% | +44.9% |
| Q4 2019 | $1,207,000 | -1.4% | 9,596 | -0.6% | 0.71% | -13.5% |
| Q3 2019 | $1,224,000 | +2.1% | 9,655 | +1.2% | 0.82% | -2.8% |
| Q2 2019 | $1,199,000 | – | 9,537 | – | 0.85% | – |
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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% |