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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,474,069 | +11.4% | 63,528 | +8.8% | 1.32% | +3.1% |
| Q4 2022 | $6,706,704 | +9.4% | 58,375 | +8.8% | 1.28% | -6.2% |
| Q3 2022 | $6,132,000 | +4.3% | 53,656 | +8.9% | 1.36% | +3.6% |
| Q2 2022 | $5,880,000 | -7.3% | 49,273 | -6.6% | 1.32% | -5.6% |
| Q1 2022 | $6,341,000 | -2.2% | 52,773 | +4.7% | 1.40% | -3.8% |
| Q4 2021 | $6,486,000 | – | 50,406 | – | 1.45% | – |
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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% |