ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283 | -26.9% | 2,454 | -25.4% | 0.03% | -42.9% |
| Q1 2023 | $387 | -99.8% | 3,289 | +96.7% | 0.05% | +122.7% |
| Q1 2021 | $217,000 | -60.5% | 1,672 | -59.3% | 0.02% | -70.7% |
| Q3 2020 | $549,000 | +17.1% | 4,108 | +17.0% | 0.08% | +13.6% |
| Q2 2020 | $469,000 | +12.7% | 3,510 | +12.6% | 0.07% | -2.9% |
| Q1 2020 | $416,000 | +15.6% | 3,118 | +9.9% | 0.07% | +25.9% |
| Q3 2019 | $360,000 | +0.6% | 2,838 | -0.4% | 0.05% | 0.0% |
| Q2 2019 | $358,000 | +69.7% | 2,848 | +66.3% | 0.05% | +58.8% |
| Q1 2019 | $211,000 | -8.3% | 1,713 | -11.4% | 0.03% | -8.1% |
| Q3 2018 | $230,000 | -22.3% | 1,933 | -21.6% | 0.04% | -27.5% |
| Q2 2018 | $296,000 | -3.9% | 2,464 | -3.6% | 0.05% | -34.6% |
| Q1 2018 | $308,000 | +26.2% | 2,556 | +29.4% | 0.08% | +25.8% |
| Q3 2017 | $244,000 | 0.0% | 1,975 | 0.0% | 0.06% | -4.6% |
| Q2 2017 | $244,000 | -30.3% | 1,975 | -30.6% | 0.06% | -35.0% |
| Q1 2017 | $350,000 | -30.4% | 2,847 | -30.6% | 0.10% | -52.2% |
| Q4 2016 | $503,000 | +6.8% | 4,102 | +10.2% | 0.21% | -4.1% |
| Q3 2016 | $471,000 | – | 3,722 | – | 0.22% | – |
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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% |