ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $115,373 | -4.7% | 985 | -7.9% | 0.01% | -14.3% |
| Q3 2023 | $121,081 | -21.0% | 1,070 | -19.5% | 0.01% | -12.5% |
| Q2 2023 | $153,296 | -25.9% | 1,330 | -16.4% | 0.01% | -38.5% |
| Q3 2021 | $207,000 | -34.9% | 1,590 | -34.7% | 0.01% | -35.0% |
| Q2 2021 | $318,000 | -26.2% | 2,435 | -26.7% | 0.02% | -31.0% |
| Q1 2021 | $431,000 | +2.6% | 3,320 | +5.1% | 0.03% | -3.3% |
| Q4 2020 | $420,000 | +34.2% | 3,160 | +34.8% | 0.03% | +20.0% |
| Q3 2020 | $313,000 | -10.6% | 2,345 | -10.5% | 0.02% | -19.4% |
| Q2 2020 | $350,000 | +0.3% | 2,620 | 0.0% | 0.03% | -8.8% |
| Q1 2020 | $349,000 | +6.1% | 2,620 | 0.0% | 0.03% | +21.4% |
| Q4 2019 | $329,000 | +13.8% | 2,620 | +14.9% | 0.03% | -9.7% |
| Q3 2019 | $289,000 | +18.0% | 2,280 | +16.9% | 0.03% | +14.8% |
| Q2 2019 | $245,000 | +3.4% | 1,950 | +1.6% | 0.03% | +3.8% |
| Q1 2019 | $237,000 | +12.3% | 1,920 | +10.3% | 0.03% | +4.0% |
| Q4 2018 | $211,000 | +1.9% | 1,740 | 0.0% | 0.02% | +8.7% |
| Q3 2018 | $207,000 | -1.9% | 1,740 | +0.9% | 0.02% | -8.0% |
| Q4 2017 | $211,000 | -24.6% | 1,725 | -24.0% | 0.02% | -28.6% |
| Q3 2017 | $280,000 | – | 2,270 | – | 0.04% | – |
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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% |