ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $223,001 | -36.3% | 1,941 | -28.0% | 0.11% | -47.0% |
Q1 2021 | $350,000 | -35.4% | 2,694 | -33.9% | 0.22% | -36.4% |
Q4 2020 | $542,000 | -28.3% | 4,078 | -28.0% | 0.34% | -22.3% |
Q3 2020 | $756,000 | -10.2% | 5,660 | -10.2% | 0.44% | -11.2% |
Q2 2020 | $842,000 | -4.3% | 6,300 | -4.6% | 0.49% | -14.6% |
Q1 2020 | $880,000 | +1.3% | 6,603 | -3.6% | 0.57% | +23.4% |
Q4 2019 | $869,000 | -2.7% | 6,851 | -3.9% | 0.46% | -1.7% |
Q3 2019 | $893,000 | +1.4% | 7,129 | +1.8% | 0.47% | -1.5% |
Q2 2019 | $881,000 | +3.0% | 7,004 | +2.2% | 0.48% | +99.2% |
Q1 2019 | $855,000 | – | 6,852 | – | 0.24% | – |
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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% |