ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,293 | -46.4% | 1,770 | -45.4% | 0.01% | -30.8% |
| Q2 2023 | $373,558 | -2.2% | 3,241 | -0.2% | 0.01% | -13.3% |
| Q1 2023 | $381,892 | +36.7% | 3,246 | +33.5% | 0.02% | +25.0% |
| Q4 2022 | $279,412 | -15.3% | 2,432 | -16.0% | 0.01% | -20.0% |
| Q3 2022 | $330,000 | +8.2% | 2,896 | +13.2% | 0.02% | +7.1% |
| Q2 2022 | $305,000 | +510.0% | 2,559 | +546.2% | 0.01% | +366.7% |
| Q4 2021 | $50,000 | -78.7% | 396 | -78.8% | 0.00% | -85.0% |
| Q4 2019 | $234,524 | -1.3% | 1,865 | -0.4% | 0.02% | -13.0% |
| Q3 2019 | $237,496 | -85.1% | 1,873 | -85.7% | 0.02% | -88.9% |
| Q4 2018 | $1,594,953 | +620.9% | 13,138 | +607.1% | 0.21% | +728.0% |
| Q3 2018 | $221,232 | -93.4% | 1,858 | -93.2% | 0.02% | -94.7% |
| Q4 2017 | $3,330,692 | -24.7% | 27,265 | -23.8% | 0.48% | -33.2% |
| Q3 2017 | $4,422,029 | +9.4% | 35,803 | +9.5% | 0.71% | -6.1% |
| Q2 2017 | $4,041,728 | +6.6% | 32,708 | +6.1% | 0.76% | -8.9% |
| Q1 2017 | $3,791,786 | -5.7% | 30,815 | -6.2% | 0.83% | -17.7% |
| Q4 2016 | $4,022,861 | +172.3% | 32,837 | +181.2% | 1.01% | +153.0% |
| Q3 2016 | $1,477,608 | – | 11,677 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |