ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,160,569 | -53.2% | 10,256 | -52.3% | 0.12% | -51.8% |
| Q2 2023 | $2,480,482 | +42.8% | 21,521 | -84.0% | 0.25% | +160.8% |
| Q1 2023 | $1,737,441 | +2.5% | 134,858 | +813.8% | 0.10% | +27.6% |
| Q4 2022 | $1,695,515 | +46.2% | 14,758 | +45.4% | 0.08% | +11.8% |
| Q3 2022 | $1,160,000 | +523.7% | 10,147 | +557.2% | 0.07% | +300.0% |
| Q2 2022 | $186,000 | -30.6% | 1,544 | -29.6% | 0.02% | +13.3% |
| Q1 2022 | $268,000 | -18.5% | 2,194 | -14.1% | 0.02% | -46.4% |
| Q4 2021 | $329,000 | -65.8% | 2,555 | -65.5% | 0.03% | -63.6% |
| Q1 2021 | $963,000 | +9.9% | 7,414 | +12.5% | 0.08% | -4.9% |
| Q4 2020 | $876,000 | – | 6,590 | – | 0.08% | – |
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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% |