ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $409,526 | +94043.9% | 3,619 | -4.2% | 0.02% | 0.0% |
Q2 2023 | $435 | +1.4% | 3,778 | +3.6% | 0.02% | -5.3% |
Q1 2023 | $429 | +1.7% | 3,646 | -0.8% | 0.02% | 0.0% |
Q4 2022 | $422 | -99.9% | 3,675 | 0.0% | 0.02% | -9.5% |
Q3 2022 | $420,000 | +1.9% | 3,675 | +6.5% | 0.02% | +10.5% |
Q2 2022 | $412,000 | -2.1% | 3,451 | 0.0% | 0.02% | +18.8% |
Q1 2022 | $421,000 | -4.1% | 3,451 | +1.1% | 0.02% | 0.0% |
Q4 2021 | $439,000 | -49.8% | 3,412 | -49.2% | 0.02% | -52.9% |
Q3 2021 | $874,000 | -0.2% | 6,712 | 0.0% | 0.03% | +3.0% |
Q2 2021 | $876,000 | +1.2% | 6,712 | +0.7% | 0.03% | -5.7% |
Q1 2021 | $866,000 | -2.4% | 6,667 | 0.0% | 0.04% | -5.4% |
Q4 2020 | $887,000 | -0.4% | 6,667 | 0.0% | 0.04% | -9.8% |
Q3 2020 | $891,000 | -0.4% | 6,667 | -0.4% | 0.04% | -6.8% |
Q2 2020 | $895,000 | -1.3% | 6,694 | -1.6% | 0.04% | -17.0% |
Q1 2020 | $907,000 | +36.8% | 6,800 | +24.9% | 0.05% | +29.3% |
Q3 2013 | $663,000 | – | 5,444 | – | 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% |