ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,475,849 | +102279.2% | 180,946 | +1023.9% | 0.00% | – |
| Q4 2021 | $20,000 | 0.0% | 16,100 | +3.3% | 0.00% | – |
| Q3 2021 | $20,000 | -99.4% | 15,581 | -59.5% | 0.00% | -100.0% |
| Q2 2021 | $3,327,000 | +4.9% | 38,499 | +9.1% | 0.00% | 0.0% |
| Q1 2021 | $3,171,000 | -52.5% | 35,293 | -41.9% | 0.00% | 0.0% |
| Q4 2020 | $6,677,000 | +109.1% | 60,782 | +67.3% | 0.00% | 0.0% |
| Q3 2020 | $3,193,000 | -62.5% | 36,341 | -47.6% | 0.00% | -50.0% |
| Q2 2020 | $8,510,000 | +237.7% | 69,340 | +174.3% | 0.00% | +100.0% |
| Q1 2020 | $2,520,000 | +124.0% | 25,278 | +179.3% | 0.00% | – |
| Q4 2019 | $1,125,000 | -56.0% | 9,051 | -55.4% | 0.00% | -100.0% |
| Q3 2019 | $2,557,000 | -16.8% | 20,275 | -22.9% | 0.00% | 0.0% |
| Q2 2019 | $3,072,000 | -47.1% | 26,310 | -45.0% | 0.00% | 0.0% |
| Q1 2019 | $5,808,000 | -11.4% | 47,816 | -12.1% | 0.00% | -50.0% |
| Q4 2018 | $6,552,000 | +40.6% | 54,377 | +37.5% | 0.00% | +100.0% |
| Q3 2018 | $4,659,000 | +52.9% | 39,556 | +53.3% | 0.00% | 0.0% |
| Q2 2018 | $3,048,000 | +69.1% | 25,809 | -53.1% | 0.00% | – |
| Q1 2018 | $1,803,000 | +43.1% | 55,021 | +407.9% | 0.00% | – |
| Q4 2017 | $1,260,000 | +325.7% | 10,833 | +309.9% | 0.00% | – |
| Q4 2016 | $296,000 | – | 2,643 | – | 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% |