ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,998 | -20.9% | 7,971 | +88466.7% | 0.00% | – |
| Q3 2019 | $1,141,000 | +0.8% | 9 | 0.0% | 0.00% | – |
| Q2 2019 | $1,132,000 | +2.1% | 9 | 0.0% | 0.00% | – |
| Q1 2019 | $1,109,000 | +1.5% | 9 | 0.0% | 0.00% | – |
| Q4 2018 | $1,093,000 | +2.0% | 9 | 0.0% | 0.00% | – |
| Q3 2018 | $1,072,000 | -0.7% | 9 | 0.0% | 0.00% | – |
| Q2 2018 | $1,080,000 | -99.9% | 9 | -99.9% | 0.00% | -100.0% |
| Q3 2017 | $965,107,000 | +9873.2% | 7,814 | -90.0% | 0.00% | -88.9% |
| Q1 2015 | $9,677,000 | +35.4% | 77,931 | +33.4% | 0.01% | +28.6% |
| Q4 2014 | $7,145,000 | -49.2% | 58,420 | -49.6% | 0.01% | -50.0% |
| Q3 2014 | $14,076,000 | +466.0% | 116,027 | +468.2% | 0.01% | +366.7% |
| Q2 2014 | $2,487,000 | -79.4% | 20,421 | -79.6% | 0.00% | -76.9% |
| Q1 2014 | $12,062,000 | +17.9% | 99,927 | +17.2% | 0.01% | +8.3% |
| Q4 2013 | $10,234,000 | +111.2% | 85,260 | +112.5% | 0.01% | +100.0% |
| Q2 2013 | $4,845,000 | – | 40,127 | – | 0.01% | – |
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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% |