ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 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 ↓ |
|---|---|---|---|
| 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% |