ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 350 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,266,000 | +25.7% | 9,729 | +26.2% | 0.08% | +25.0% |
| Q2 2021 | $1,007,000 | 0.0% | 7,711 | -0.5% | 0.07% | -8.1% |
| Q1 2021 | $1,007,000 | -19.2% | 7,751 | -17.3% | 0.07% | -22.9% |
| Q4 2020 | $1,247,000 | +49.7% | 9,375 | +49.2% | 0.10% | +31.5% |
| Q3 2020 | $833,000 | +14.4% | 6,284 | +15.4% | 0.07% | +4.3% |
| Q2 2020 | $728,000 | +87.6% | 5,445 | +70.3% | 0.07% | +45.8% |
| Q4 2018 | $388,000 | – | 3,197 | – | 0.05% | – |
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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% |