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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $303,000 | +17.9% | 2,540 | +20.5% | 0.20% | +46.8% |
| Q1 2022 | $257,000 | -5.2% | 2,108 | +0.2% | 0.14% | +39.0% |
| Q4 2021 | $271,000 | +7.1% | 2,104 | +8.1% | 0.10% | 0.0% |
| Q3 2021 | $253,000 | +8.1% | 1,946 | +8.5% | 0.10% | +7.5% |
| Q2 2021 | $234,000 | +1.7% | 1,794 | +1.1% | 0.09% | -7.0% |
| Q1 2021 | $230,000 | +1.3% | 1,774 | +4.0% | 0.10% | +2.0% |
| Q4 2020 | $227,000 | +2.3% | 1,706 | +2.6% | 0.10% | -10.9% |
| Q3 2020 | $222,000 | +6.7% | 1,662 | +6.8% | 0.11% | -6.8% |
| Q2 2020 | $208,000 | +2.5% | 1,556 | +2.2% | 0.12% | -31.8% |
| Q1 2020 | $203,000 | +16.7% | 1,522 | +10.2% | 0.17% | +21.0% |
| Q4 2019 | $174,000 | – | 1,381 | – | 0.14% | – |
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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% |