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. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |