ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | 0.0% | 113 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $13 | 0.0% | 113 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $13 | 0.0% | 113 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $13 | -99.9% | 113 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $13,000 | -87.4% | 113 | -85.4% | 0.01% | -89.1% |
| Q4 2020 | $103,000 | 0.0% | 774 | 0.0% | 0.06% | -9.8% |
| Q3 2020 | $103,000 | +4.0% | 774 | +4.6% | 0.06% | -6.2% |
| Q2 2020 | $99,000 | -59.3% | 740 | -59.5% | 0.06% | -70.0% |
| Q1 2020 | $243,000 | +376.5% | 1,825 | +351.7% | 0.22% | +471.1% |
| Q4 2019 | $51,000 | -71.2% | 404 | -71.0% | 0.04% | -72.1% |
| Q3 2019 | $177,000 | -4.3% | 1,394 | -5.2% | 0.14% | -8.7% |
| Q2 2019 | $185,000 | – | 1,471 | – | 0.15% | – |
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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% |