ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,073 | -1.8% | 36 | 0.0% | 0.00% | – |
| Q2 2023 | $4,149 | -2.0% | 36 | 0.0% | 0.00% | – |
| Q1 2023 | $4,235 | -50.8% | 36 | -52.0% | 0.00% | – |
| Q4 2022 | $8,616 | +115.4% | 75 | +108.3% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 36 | -25.0% | 0.00% | – |
| Q2 2022 | $5,000 | -58.3% | 48 | -54.3% | 0.00% | – |
| Q1 2022 | $12,000 | +9.1% | 105 | +12.9% | 0.00% | – |
| Q4 2021 | $11,000 | +175.0% | 93 | +158.3% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -92.5% | 36 | -91.3% | 0.00% | – |
| Q1 2021 | $53,000 | -7.0% | 414 | -5.0% | 0.00% | – |
| Q4 2020 | $57,000 | -13.6% | 436 | -12.3% | 0.00% | – |
| Q3 2020 | $66,000 | +13.8% | 497 | +13.2% | 0.00% | – |
| Q2 2020 | $58,000 | +16.0% | 439 | +16.1% | 0.00% | – |
| Q1 2020 | $50,000 | +6.4% | 378 | 0.0% | 0.00% | – |
| Q4 2019 | $47,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q3 2019 | $47,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q2 2019 | $47,000 | +2.2% | 378 | 0.0% | 0.00% | – |
| Q1 2019 | $46,000 | +2.2% | 378 | 0.0% | 0.00% | – |
| Q4 2018 | $45,000 | – | 378 | – | 0.00% | – |
Download | ||||||
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% |