ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151 | -1.9% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $154 | -1.9% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $157 | +1.9% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $154 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $1,135,000 | -2.2% | 9,928 | +2.2% | 0.82% | -1.0% |
| Q2 2022 | $1,160,000 | -53.9% | 9,718 | -52.9% | 0.82% | -48.2% |
| Q1 2022 | $2,518,000 | +0.8% | 20,634 | +6.3% | 1.59% | +7.5% |
| Q4 2021 | $2,498,000 | +17.0% | 19,414 | +18.4% | 1.48% | +6.9% |
| Q3 2021 | $2,135,000 | +10.2% | 16,401 | +10.5% | 1.38% | +5.3% |
| Q2 2021 | $1,937,000 | +6.1% | 14,837 | +5.6% | 1.31% | -2.4% |
| Q1 2021 | $1,825,000 | +4.8% | 14,047 | +7.2% | 1.35% | -3.0% |
| Q4 2020 | $1,742,000 | -0.3% | 13,100 | +0.1% | 1.39% | -13.6% |
| Q3 2020 | $1,747,000 | +10.1% | 13,081 | +10.2% | 1.61% | +2.2% |
| Q2 2020 | $1,587,000 | -2.0% | 11,869 | -2.2% | 1.57% | -19.1% |
| Q1 2020 | $1,618,712 | +12.7% | 12,140 | +6.3% | 1.94% | +40.2% |
| Q4 2019 | $1,436,000 | – | 11,416 | – | 1.39% | – |
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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% |