ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,914 | -99.9% | 25,367 | -4.0% | 0.76% | -11.6% |
| Q3 2022 | $3,020,000 | -42.5% | 26,429 | -40.0% | 0.85% | -35.9% |
| Q2 2022 | $5,256,000 | +42.8% | 44,040 | +46.1% | 1.33% | +65.2% |
| Q1 2022 | $3,680,000 | -6.6% | 30,151 | -1.6% | 0.81% | -3.0% |
| Q4 2021 | $3,941,000 | +118.1% | 30,630 | +120.6% | 0.83% | +95.3% |
| Q3 2021 | $1,807,000 | +11.1% | 13,885 | +11.5% | 0.43% | +2.7% |
| Q2 2021 | $1,626,000 | -61.6% | 12,455 | -61.8% | 0.42% | -64.4% |
| Q1 2021 | $4,234,000 | +3.2% | 32,594 | +5.7% | 1.17% | -7.5% |
| Q4 2020 | $4,101,000 | +0.8% | 30,841 | +1.2% | 1.26% | -15.5% |
| Q3 2020 | $4,070,000 | +55.3% | 30,479 | +55.5% | 1.49% | +44.3% |
| Q2 2020 | $2,620,000 | +21733.3% | 19,604 | +21682.2% | 1.03% | +17116.7% |
| Q1 2020 | $12,000 | -7.7% | 90 | -11.8% | 0.01% | +20.0% |
| Q4 2019 | $13,000 | -27.8% | 102 | -28.2% | 0.01% | -44.4% |
| Q3 2019 | $18,000 | 0.0% | 142 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $18,000 | -77.2% | 142 | -77.8% | 0.01% | -77.8% |
| Q1 2019 | $79,000 | -71.9% | 640 | -72.3% | 0.04% | -66.4% |
| Q4 2018 | $281,000 | -14.8% | 2,312 | -16.2% | 0.13% | -34.0% |
| Q3 2018 | $330,000 | – | 2,758 | – | 0.20% | – |
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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% |