MBL Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,925,342
+17.8%
149,570
+20.0%
2.38%
+17.6%
Q2 2023$14,364,278
+6.2%
124,625
+8.4%
2.03%
-4.1%
Q1 2023$13,522,221
+176499.5%
114,936
+72.5%
2.11%
+44.4%
Q4 2022$7,657
+2.8%
66,644
+2.2%
1.46%
-8.9%
Q3 2022$7,45265,2071.61%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders