ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $553,502 | -21.2% | 4,665 | -22.7% | 0.10% | -22.5% |
| Q4 2022 | $702,668 | +11.4% | 6,032 | +9.1% | 0.13% | +1.6% |
| Q3 2022 | $631,000 | -61.9% | 5,529 | -60.0% | 0.13% | -60.8% |
| Q2 2022 | $1,654,000 | +17.1% | 13,827 | +18.1% | 0.32% | +25.6% |
| Q1 2022 | $1,413,000 | +144.9% | 11,705 | +157.8% | 0.26% | +143.4% |
| Q4 2021 | $577,000 | -41.0% | 4,540 | -39.6% | 0.11% | -51.6% |
| Q3 2021 | $978,000 | -79.6% | 7,517 | -79.6% | 0.22% | -76.5% |
| Q2 2021 | $4,801,000 | -57.0% | 36,780 | -57.2% | 0.93% | -62.8% |
| Q1 2021 | $11,166,000 | -4.3% | 85,963 | -2.0% | 2.51% | -4.2% |
| Q4 2020 | $11,668,000 | – | 87,742 | – | 2.62% | – |
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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% |