ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 488 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,877 | -2.0% | 372 | 0.0% | 0.02% | +27.8% |
| Q1 2023 | $43,766 | +2.4% | 372 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $42,739 | -0.6% | 372 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $43,000 | -6.5% | 372 | -3.6% | 0.02% | -4.8% |
| Q2 2022 | $46,000 | -51.1% | 386 | -50.0% | 0.02% | +10.5% |
| Q1 2022 | $94,000 | +88.0% | 772 | +100.0% | 0.02% | -13.6% |
| Q4 2021 | $50,000 | 0.0% | 386 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $50,000 | +2.0% | 386 | +3.8% | 0.02% | -4.0% |
| Q2 2021 | $49,000 | +2.1% | 372 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $48,000 | -2.0% | 372 | 0.0% | 0.03% | -15.2% |
| Q4 2020 | $49,000 | -2.0% | 372 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $50,000 | 0.0% | 372 | 0.0% | 0.04% | -5.1% |
| Q2 2020 | $50,000 | -29.6% | 372 | -29.9% | 0.04% | -42.6% |
| Q1 2020 | $71,000 | +51.1% | 531 | +42.7% | 0.07% | +70.0% |
| Q4 2019 | $47,000 | – | 372 | – | 0.04% | – |
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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% |