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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,356 | -99.9% | 37,925 | +2.1% | 3.03% | -2.2% |
| Q3 2022 | $4,243,000 | -4.1% | 37,138 | +0.2% | 3.10% | -10.1% |
| Q2 2022 | $4,425,000 | -1.3% | 37,081 | +0.9% | 3.45% | +65.0% |
| Q1 2022 | $4,483,000 | -2.1% | 36,734 | +3.2% | 2.09% | -1.0% |
| Q4 2021 | $4,580,000 | 0.0% | 35,591 | +1.1% | 2.11% | -10.4% |
| Q3 2021 | $4,580,000 | -0.8% | 35,187 | -0.6% | 2.36% | +0.9% |
| Q2 2021 | $4,619,000 | -10.2% | 35,388 | -10.6% | 2.33% | -16.6% |
| Q1 2021 | $5,143,000 | +6945.2% | 39,594 | +7098.9% | 2.80% | +6892.5% |
| Q4 2020 | $73,000 | -77.4% | 550 | -77.3% | 0.04% | -79.6% |
| Q3 2020 | $323,000 | -13.2% | 2,418 | -13.1% | 0.20% | -16.2% |
| Q2 2020 | $372,000 | +615.4% | 2,784 | +619.4% | 0.23% | +515.8% |
| Q1 2020 | $52,000 | +147.6% | 387 | +130.4% | 0.04% | +100.0% |
| Q4 2019 | $21,000 | – | 168 | – | 0.02% | – |
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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% |