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 | $2,526,076 | +378.3% | 22,323 | +387.2% | 0.09% | +126.3% |
| Q2 2023 | $528,127 | -95.9% | 4,582 | -95.8% | 0.04% | -96.1% |
| Q1 2023 | $12,966,682 | +5.8% | 110,214 | +3.3% | 0.98% | -3.0% |
| Q4 2022 | $12,256,006 | -2.5% | 106,676 | -3.0% | 1.01% | -15.0% |
| Q3 2022 | $12,571,000 | +969.9% | 109,998 | +1017.4% | 1.19% | +1001.9% |
| Q2 2022 | $1,175,000 | -1.3% | 9,844 | +0.9% | 0.11% | +16.1% |
| Q1 2022 | $1,191,000 | +118.1% | 9,755 | +129.7% | 0.09% | +132.5% |
| Q4 2021 | $546,000 | – | 4,247 | – | 0.04% | – |
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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% |