ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,261 | -6.8% | 1,266 | -5.0% | 0.04% | -2.4% |
| Q2 2023 | $153,642 | -5.0% | 1,333 | -3.1% | 0.04% | -14.3% |
| Q1 2023 | $161,769 | +2.5% | 1,375 | +0.1% | 0.05% | -2.0% |
| Q4 2022 | $157,859 | +66.2% | 1,374 | +64.6% | 0.05% | +66.7% |
| Q3 2022 | $95,000 | +3.3% | 835 | +8.2% | 0.03% | -6.2% |
| Q2 2022 | $92,000 | -25.8% | 772 | -24.2% | 0.03% | -11.1% |
| Q1 2022 | $124,000 | +4.2% | 1,018 | +10.4% | 0.04% | +5.9% |
| Q4 2021 | $119,000 | +43.4% | 922 | +44.7% | 0.03% | +30.8% |
| Q3 2021 | $83,000 | +59.6% | 637 | +59.2% | 0.03% | +62.5% |
| Q2 2021 | $52,000 | +2.0% | 400 | +4.2% | 0.02% | -15.8% |
| Q4 2020 | $51,000 | -34.6% | 384 | -34.5% | 0.02% | -52.5% |
| Q2 2020 | $78,000 | +8.3% | 586 | +8.7% | 0.04% | -16.7% |
| Q1 2020 | $72,000 | -65.6% | 539 | -67.6% | 0.05% | -57.9% |
| Q4 2019 | $209,000 | +8.3% | 1,662 | +9.3% | 0.11% | -5.8% |
| Q3 2019 | $193,000 | +50.8% | 1,521 | +49.6% | 0.12% | +40.7% |
| Q2 2019 | $128,000 | – | 1,017 | – | 0.09% | – |
Download | ||||||
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% |