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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,912 | +0.2% | 1,855 | +2.0% | 0.14% | -4.2% |
| Q2 2023 | $209,543 | -4.3% | 1,818 | -5.1% | 0.14% | -25.7% |
| Q3 2022 | $219,000 | -4.4% | 1,915 | -0.3% | 0.19% | 0.0% |
| Q2 2022 | $229,000 | -9.8% | 1,920 | -7.9% | 0.19% | +8.5% |
| Q1 2022 | $254,000 | -69.1% | 2,085 | -67.1% | 0.18% | -41.5% |
| Q4 2021 | $821,000 | +82.9% | 6,346 | +83.8% | 0.30% | -16.9% |
| Q3 2021 | $449,000 | – | 3,452 | – | 0.36% | – |
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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% |