ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,669 | -4.2% | 2,259 | -2.4% | 0.12% | -0.8% |
| Q2 2023 | $266,850 | -3.6% | 2,315 | -1.6% | 0.12% | -9.7% |
| Q1 2023 | $276,804 | -3.3% | 2,353 | -5.6% | 0.13% | -8.8% |
| Q4 2022 | $286,286 | -0.6% | 2,492 | -1.3% | 0.15% | -8.7% |
| Q3 2022 | $288,000 | -4.6% | 2,524 | -0.1% | 0.16% | 0.0% |
| Q2 2022 | $302,000 | -12.0% | 2,527 | -10.1% | 0.16% | +2.5% |
| Q1 2022 | $343,000 | -7.3% | 2,811 | -2.3% | 0.16% | -2.5% |
| Q4 2021 | $370,000 | -2.4% | 2,877 | -1.1% | 0.16% | -12.5% |
| Q3 2021 | $379,000 | -4.5% | 2,909 | -4.2% | 0.18% | -4.2% |
| Q2 2021 | $397,000 | -3.2% | 3,038 | -3.7% | 0.19% | -9.0% |
| Q1 2021 | $410,000 | -3.1% | 3,156 | -0.9% | 0.21% | -5.0% |
| Q4 2020 | $423,000 | +1.0% | 3,185 | +1.4% | 0.22% | -8.3% |
| Q3 2020 | $419,000 | +5.3% | 3,141 | +5.4% | 0.24% | -6.2% |
| Q2 2020 | $398,000 | +4.5% | 2,981 | +4.1% | 0.26% | -14.6% |
| Q1 2020 | $381,000 | +4.1% | 2,863 | -1.9% | 0.30% | +46.6% |
| Q4 2019 | $366,000 | -1.9% | 2,917 | -1.0% | 0.21% | -16.6% |
| Q3 2019 | $373,000 | +0.3% | 2,947 | -0.5% | 0.25% | -2.8% |
| Q2 2019 | $372,000 | -2.4% | 2,962 | -4.4% | 0.25% | -7.6% |
| Q1 2019 | $381,000 | +4.1% | 3,097 | +2.6% | 0.28% | -10.4% |
| Q4 2018 | $366,000 | – | 3,019 | – | 0.31% | – |
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% |