ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,653 | -1.8% | 156 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $17,981 | +349.5% | 156 | +358.8% | 0.00% | – |
Q4 2021 | $4,000 | -82.6% | 34 | -80.6% | 0.00% | -100.0% |
Q2 2021 | $23,000 | -8.0% | 175 | -7.4% | 0.00% | -50.0% |
Q1 2021 | $25,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $25,000 | +8.7% | 189 | +8.0% | 0.00% | 0.0% |
Q3 2020 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $23,000 | +4.5% | 175 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $22,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $22,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $22,000 | – | 175 | – | 0.00% | – |
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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% |