ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,000 | -100.0% | 70 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $45,631,000 | +24699.5% | 351,310 | +25431.2% | 0.02% | – |
| Q3 2020 | $184,000 | -47.9% | 1,376 | -47.9% | 0.00% | – |
| Q2 2020 | $353,000 | -43.4% | 2,643 | -46.3% | 0.00% | – |
| Q3 2019 | $624,000 | -8.5% | 4,925 | -9.2% | 0.00% | – |
| Q2 2019 | $682,000 | -24.4% | 5,425 | -25.9% | 0.00% | -100.0% |
| Q1 2019 | $902,000 | +767.3% | 7,325 | +751.7% | 0.00% | – |
| Q4 2018 | $104,000 | +845.5% | 860 | +855.6% | 0.00% | – |
| Q1 2018 | $11,000 | -99.4% | 90 | -99.4% | 0.00% | -100.0% |
| Q3 2015 | $1,947,000 | -32.7% | 15,675 | -34.0% | 0.00% | -33.3% |
| Q2 2015 | $2,891,000 | -11.0% | 23,736 | -9.4% | 0.00% | -25.0% |
| Q1 2015 | $3,250,000 | -3.0% | 26,202 | -4.7% | 0.00% | +33.3% |
| Q4 2014 | $3,350,000 | -13.7% | 27,481 | -14.2% | 0.00% | -25.0% |
| Q3 2014 | $3,880,000 | +4.0% | 32,041 | +3.7% | 0.00% | 0.0% |
| Q2 2014 | $3,731,000 | -94.1% | 30,892 | -94.1% | 0.00% | -94.4% |
| Q1 2014 | $63,283,000 | +1588.9% | 527,371 | +1588.5% | 0.07% | +1700.0% |
| Q4 2013 | $3,747,000 | -1.3% | 31,234 | -0.4% | 0.00% | -20.0% |
| Q3 2013 | $3,795,000 | +4960.0% | 31,369 | +4935.2% | 0.01% | – |
| Q2 2013 | $75,000 | – | 623 | – | 0.00% | – |
Download | ||||||
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% |