ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 371 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $225,000 | -19.1% | 1,685 | -19.1% | 0.09% | -25.6% |
| Q2 2020 | $278,000 | -0.7% | 2,082 | -0.9% | 0.12% | -14.2% |
| Q1 2020 | $280,000 | -1.4% | 2,101 | -7.2% | 0.14% | +12.8% |
| Q4 2019 | $284,000 | -11.8% | 2,265 | -10.9% | 0.12% | -16.7% |
| Q3 2019 | $322,000 | +6.6% | 2,542 | +5.6% | 0.15% | +11.9% |
| Q2 2019 | $302,000 | +21.3% | 2,408 | +19.3% | 0.13% | +26.4% |
| Q1 2019 | $249,000 | +10.2% | 2,018 | +8.3% | 0.11% | -5.4% |
| Q4 2018 | $226,000 | – | 1,864 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPRIN ASSET MANAGEMENT LLC /ADV | 1,762,922 | $42,169,000 | 32.86% |
| VCU Investment Management Co | 656,020 | $81,064,000 | 17.16% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 787,842 | $97,354,000 | 15.38% |
| Freedom Investment Management, Inc. | 2,130,078 | $263,214,000 | 14.99% |
| CEDAR CAPITAL, LLC | 259,301 | $32,042,000 | 14.02% |
| Tanglewood Wealth Management, Inc. | 334,409 | $41,323,000 | 12.63% |
| Simply Money Advisors | 501,413 | $61,960,000 | 8.45% |
| Visionary Asset Management, Inc. | 168,566 | $20,830,000 | 6.07% |
| Valmark Advisers, Inc. | 1,138,324 | $140,663,000 | 3.39% |
| IndexIQ Advisors LLC | 559,695 | $69,161,000 | 3.32% |