ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,732,000 | +4.0% | 29,003 | +5.2% | 1.15% | -0.7% |
| Q3 2021 | $3,590,000 | +10.8% | 27,581 | +11.1% | 1.16% | +9.9% |
| Q2 2021 | $3,240,000 | -12.0% | 24,819 | -12.4% | 1.05% | -19.2% |
| Q1 2021 | $3,680,000 | -3.8% | 28,330 | -1.5% | 1.30% | -11.6% |
| Q4 2020 | $3,826,000 | +14.9% | 28,767 | +15.4% | 1.47% | +1.4% |
| Q3 2020 | $3,330,000 | +11.4% | 24,929 | +21.9% | 1.45% | -4.6% |
| Q2 2020 | $2,988,000 | -7.5% | 20,450 | -15.6% | 1.52% | -13.5% |
| Q1 2020 | $3,230,000 | – | 24,222 | – | 1.76% | – |
Download | ||||||
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% |