ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,831 | -13.3% | 7,448 | -11.6% | 0.00% | -25.0% |
| Q2 2023 | $971,696 | +33.1% | 8,430 | +35.8% | 0.00% | +33.3% |
| Q1 2023 | $730,136 | +16.7% | 6,206 | +14.0% | 0.00% | 0.0% |
| Q4 2022 | $625,589 | -13.0% | 5,445 | -13.5% | 0.00% | 0.0% |
| Q3 2022 | $719,000 | -10.7% | 6,292 | -6.7% | 0.00% | -25.0% |
| Q2 2022 | $805,000 | +10.9% | 6,747 | +13.4% | 0.00% | +33.3% |
| Q1 2022 | $726,000 | -20.3% | 5,952 | -15.9% | 0.00% | 0.0% |
| Q4 2021 | $911,000 | +7.4% | 7,078 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $848,000 | -1.7% | 6,514 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $863,000 | +1.5% | 6,611 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $850,000 | -4.0% | 6,541 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $885,000 | +169.8% | 6,655 | +171.4% | 0.00% | +200.0% |
| Q3 2020 | $328,000 | +14.3% | 2,452 | +14.2% | 0.00% | 0.0% |
| Q2 2020 | $287,000 | +19.6% | 2,147 | +19.3% | 0.00% | -50.0% |
| Q1 2020 | $240,000 | +10.1% | 1,800 | +3.8% | 0.00% | +100.0% |
| Q4 2019 | $218,000 | +17.8% | 1,734 | +19.1% | 0.00% | 0.0% |
| Q3 2019 | $185,000 | -3.6% | 1,456 | -4.8% | 0.00% | 0.0% |
| Q2 2019 | $192,000 | +29.7% | 1,530 | +27.1% | 0.00% | 0.0% |
| Q1 2019 | $148,000 | +108.5% | 1,204 | +105.1% | 0.00% | 0.0% |
| Q4 2018 | $71,000 | -5.3% | 587 | -6.4% | 0.00% | – |
| Q3 2018 | $75,000 | -15.7% | 627 | -15.0% | 0.00% | -100.0% |
| Q2 2018 | $89,000 | -65.0% | 738 | -65.0% | 0.00% | -50.0% |
| Q1 2018 | $254,000 | -71.2% | 2,107 | -70.9% | 0.00% | -66.7% |
| Q4 2017 | $883,000 | -18.7% | 7,232 | -17.7% | 0.01% | -25.0% |
| Q3 2017 | $1,086,000 | +2.6% | 8,789 | +2.6% | 0.01% | 0.0% |
| Q2 2017 | $1,058,000 | +18.6% | 8,564 | +20.9% | 0.01% | 0.0% |
| Q1 2016 | $892,000 | – | 7,081 | – | 0.01% | – |
Download | ||||||
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% |