ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 541 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,272 | +426.8% | 37 | +428.6% | 0.00% | – |
| Q1 2024 | $811 | -1.1% | 7 | 0.0% | 0.00% | – |
| Q4 2023 | $820 | +3.5% | 7 | 0.0% | 0.00% | – |
| Q3 2023 | $792 | -1.9% | 7 | 0.0% | 0.00% | – |
| Q2 2023 | $807 | -2.1% | 7 | 0.0% | 0.00% | – |
| Q1 2023 | $824 | +2.5% | 7 | 0.0% | 0.00% | – |
| Q4 2022 | $804 | -19.6% | 7 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | – | 7 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 63,903 | $7,303,000 | 17.80% |
| Tanglewood Wealth Management, Inc. | 869,815 | $99,403,000 | 15.00% |
| Alhambra Investment Management LLC | 150,840 | $17,238,000 | 13.10% |
| Gould Capital, LLC | 100,207 | $11,452,000 | 9.90% |
| SNS Financial Group, LLC | 582,670 | $66,588,000 | 9.58% |
| Juniper Hill Capital Management LP | 153,297 | $17,519,000 | 9.10% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 155,062 | $17,720,000 | 8.42% |
| SFMG, LLC | 597,354 | $68,045,000 | 7.94% |
| Parkside Advisors LLC | 177,179 | $20,248,000 | 7.71% |
| Donoghue Forlines LLC | 179,543 | $20,518,000 | 7.41% |