ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,900,625 | +2.0% | 16,543 | +1.4% | 0.22% | -8.2% |
| Q3 2022 | $1,864,000 | +69.0% | 16,309 | +76.4% | 0.24% | +73.6% |
| Q2 2022 | $1,103,000 | -18.0% | 9,243 | -16.1% | 0.14% | +0.7% |
| Q1 2022 | $1,345,000 | +9.1% | 11,023 | +15.0% | 0.14% | +18.8% |
| Q4 2021 | $1,233,000 | -11.2% | 9,586 | -10.2% | 0.12% | -19.3% |
| Q3 2021 | $1,389,000 | +27.3% | 10,673 | +27.7% | 0.14% | +30.6% |
| Q2 2021 | $1,091,000 | +46.4% | 8,358 | +45.6% | 0.11% | +32.1% |
| Q1 2021 | $745,000 | +2.5% | 5,739 | +5.0% | 0.08% | -1.2% |
| Q4 2020 | $727,000 | +58.0% | 5,467 | +58.6% | 0.08% | +37.1% |
| Q3 2020 | $460,000 | +40.2% | 3,447 | +29.4% | 0.06% | +63.2% |
| Q1 2019 | $328,000 | -61.2% | 2,663 | -61.8% | 0.04% | -62.7% |
| Q4 2018 | $846,000 | +12.6% | 6,972 | +10.5% | 0.10% | +15.9% |
| Q3 2018 | $751,000 | -66.3% | 6,309 | -66.0% | 0.09% | -67.8% |
| Q2 2018 | $2,226,000 | -22.4% | 18,554 | -22.0% | 0.27% | -24.0% |
| Q1 2018 | $2,869,000 | -10.1% | 23,788 | -9.0% | 0.36% | -10.2% |
| Q4 2017 | $3,192,000 | -27.9% | 26,129 | -27.1% | 0.40% | -28.3% |
| Q3 2017 | $4,425,000 | -3.2% | 35,831 | -3.1% | 0.56% | -5.1% |
| Q2 2017 | $4,571,000 | -38.3% | 36,991 | -38.5% | 0.59% | -37.0% |
| Q1 2017 | $7,404,000 | +810.7% | 60,171 | +806.3% | 0.93% | +725.7% |
| Q4 2016 | $813,000 | -14.3% | 6,639 | -11.5% | 0.11% | -13.7% |
| Q3 2016 | $949,000 | -29.3% | 7,503 | -28.8% | 0.13% | -31.4% |
| Q2 2016 | $1,342,000 | -8.5% | 10,541 | -9.5% | 0.19% | -5.4% |
| Q1 2016 | $1,467,000 | +96.6% | 11,650 | +91.4% | 0.20% | +94.2% |
| Q4 2015 | $746,000 | +16.0% | 6,088 | +18.0% | 0.10% | +2.0% |
| Q3 2015 | $643,000 | -2.1% | 5,160 | -3.4% | 0.10% | +8.5% |
| Q2 2015 | $657,000 | -0.9% | 5,343 | 0.0% | 0.09% | +1.1% |
| Q1 2015 | $663,000 | +1.4% | 5,343 | 0.0% | 0.09% | -2.1% |
| Q4 2014 | $654,000 | – | 5,343 | – | 0.10% | – |
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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% |