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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,680 | -51.6% | 3,152 | -50.7% | 0.18% | -48.9% |
| Q2 2023 | $736,857 | -2.3% | 6,393 | -0.3% | 0.35% | -10.9% |
| Q1 2023 | $754,373 | +2.8% | 6,412 | +0.4% | 0.39% | +0.3% |
| Q4 2022 | $733,573 | -13.2% | 6,385 | -13.6% | 0.39% | -21.9% |
| Q3 2022 | $845,000 | -5.1% | 7,390 | -0.8% | 0.50% | -2.9% |
| Q2 2022 | $890,000 | -11.0% | 7,451 | -9.1% | 0.52% | +10.0% |
| Q1 2022 | $1,000,000 | +40.1% | 8,194 | +47.7% | 0.47% | +30.9% |
| Q4 2021 | $714,000 | -1.5% | 5,548 | -0.4% | 0.36% | -7.0% |
| Q3 2021 | $725,000 | +14.4% | 5,568 | +14.7% | 0.39% | +14.2% |
| Q2 2021 | $634,000 | +19.4% | 4,855 | +18.6% | 0.34% | +9.7% |
| Q1 2021 | $531,000 | – | 4,092 | – | 0.31% | – |
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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% |