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 | $2,872,526 | -3.6% | 25,002 | -4.1% | 0.80% | -6.5% |
| Q3 2022 | $2,979,000 | -42.8% | 26,065 | -40.2% | 0.86% | -40.0% |
| Q2 2022 | $5,205,000 | +41.5% | 43,614 | +44.7% | 1.43% | +64.0% |
| Q1 2022 | $3,679,000 | -6.6% | 30,142 | -1.5% | 0.87% | -2.0% |
| Q4 2021 | $3,937,000 | +118.4% | 30,599 | +120.9% | 0.89% | +97.1% |
| Q3 2021 | $1,803,000 | +10.9% | 13,854 | +11.2% | 0.45% | +5.1% |
| Q2 2021 | $1,626,000 | -61.6% | 12,455 | -61.8% | 0.43% | -65.8% |
| Q1 2021 | $4,239,000 | +3.2% | 32,636 | +5.6% | 1.26% | -6.5% |
| Q4 2020 | $4,108,000 | +7.6% | 30,893 | +7.6% | 1.34% | -3.9% |
| Q3 2020 | $3,819,000 | +46.0% | 28,713 | +46.6% | 1.40% | +29.2% |
| Q2 2020 | $2,615,000 | +563.7% | 19,580 | +502.6% | 1.08% | +310.2% |
| Q4 2018 | $394,000 | – | 3,249 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |