ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,196 | +3.8% | 4,597 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $501,035 | -35.0% | 4,347 | -33.6% | 0.00% | -50.0% |
| Q1 2023 | $770,255 | +65.1% | 6,547 | +61.3% | 0.00% | +100.0% |
| Q4 2022 | $466,453 | +15.7% | 4,060 | +15.2% | 0.00% | 0.0% |
| Q3 2022 | $403,000 | -72.9% | 3,524 | -71.1% | 0.00% | -71.4% |
| Q1 2022 | $1,486,000 | -5.2% | 12,174 | -0.1% | 0.01% | 0.0% |
| Q4 2021 | $1,568,000 | +7.5% | 12,191 | +8.8% | 0.01% | 0.0% |
| Q3 2021 | $1,459,000 | – | 11,209 | – | 0.01% | – |
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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% |