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 | $1,657,016 | -29.7% | 14,643 | -28.4% | 2.23% | -11.1% |
| Q2 2023 | $2,357,389 | -3.4% | 20,453 | -1.4% | 2.51% | -4.3% |
| Q1 2023 | $2,441,078 | +2.5% | 20,749 | -0.3% | 2.62% | -0.3% |
| Q4 2022 | $2,380,975 | -0.3% | 20,817 | -0.3% | 2.63% | -6.5% |
| Q3 2022 | $2,387,000 | -5.5% | 20,890 | -1.2% | 2.81% | -0.4% |
| Q2 2022 | $2,525,000 | -2.4% | 21,154 | -0.3% | 2.82% | +8.9% |
| Q1 2022 | $2,588,000 | -35.2% | 21,215 | -35.1% | 2.59% | -33.1% |
| Q4 2021 | $3,992,000 | – | 32,711 | – | 3.87% | – |
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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% |