ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854 | +96.3% | 7,545 | +99.9% | 0.18% | +89.4% |
| Q2 2023 | $435 | -99.8% | 3,775 | +97.2% | 0.09% | +42.4% |
| Q1 2021 | $249,000 | +17.5% | 1,914 | +19.9% | 0.07% | +3.1% |
| Q4 2020 | $212,000 | -82.8% | 1,596 | -82.7% | 0.06% | -87.4% |
| Q3 2020 | $1,234,000 | -7.5% | 9,237 | -7.5% | 0.51% | -18.4% |
| Q2 2020 | $1,334,000 | +297.0% | 9,981 | +295.9% | 0.62% | +155.1% |
| Q1 2020 | $336,000 | -80.5% | 2,521 | -81.5% | 0.24% | -85.3% |
| Q3 2019 | $1,724,000 | – | 13,598 | – | 1.65% | – |
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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% |