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 | $655,083 | +15.2% | 5,789 | +17.4% | 0.02% | +19.0% |
| Q2 2023 | $568,462 | -4.9% | 4,932 | -3.0% | 0.02% | -8.7% |
| Q1 2023 | $597,897 | +134258.9% | 5,082 | +31.1% | 0.02% | -8.0% |
| Q4 2022 | $445 | -100.0% | 3,875 | -77.5% | 0.02% | -79.0% |
| Q3 2022 | $1,966,000 | -9.7% | 17,207 | -5.7% | 0.12% | +32.2% |
| Q2 2022 | $2,177,000 | -2.1% | 18,238 | +0.1% | 0.09% | +50.0% |
| Q1 2022 | $2,224,000 | -4.5% | 18,218 | +0.6% | 0.06% | +15.4% |
| Q4 2021 | $2,330,000 | -3.0% | 18,112 | -2.2% | 0.05% | -18.8% |
| Q3 2021 | $2,401,000 | -1.0% | 18,511 | -0.4% | 0.06% | -3.0% |
| Q2 2021 | $2,426,000 | +8.0% | 18,584 | -5.0% | 0.07% | +10.0% |
| Q1 2021 | $2,246,000 | – | 19,556 | – | 0.06% | – |
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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% |