ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 193 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $205,000 | -35.5% | 1,679 | -34.7% | 0.00% | – |
| Q3 2017 | $318,000 | -17.2% | 2,573 | -17.1% | 0.00% | – |
| Q2 2017 | $384,000 | -21.0% | 3,104 | -21.4% | 0.00% | – |
| Q1 2017 | $486,000 | -16.8% | 3,949 | -17.2% | 0.00% | – |
| Q4 2016 | $584,000 | -18.4% | 4,770 | -15.7% | 0.00% | – |
| Q3 2016 | $716,000 | -15.9% | 5,658 | -15.4% | 0.00% | – |
| Q2 2016 | $851,000 | -3.2% | 6,686 | -4.2% | 0.00% | – |
| Q1 2016 | $879,000 | -9.7% | 6,981 | -12.0% | 0.00% | – |
| Q4 2015 | $973,000 | -15.9% | 7,933 | -14.6% | 0.00% | – |
| Q3 2015 | $1,157,000 | -14.3% | 9,285 | -15.4% | 0.00% | -100.0% |
| Q2 2015 | $1,350,000 | -21.7% | 10,979 | -21.0% | 0.00% | 0.0% |
| Q1 2015 | $1,725,000 | -18.6% | 13,894 | -19.8% | 0.00% | 0.0% |
| Q4 2014 | $2,119,000 | -15.3% | 17,323 | -16.0% | 0.00% | 0.0% |
| Q3 2014 | $2,501,000 | -4.5% | 20,614 | -4.2% | 0.00% | 0.0% |
| Q2 2014 | $2,620,000 | -10.8% | 21,509 | -11.6% | 0.00% | 0.0% |
| Q1 2014 | $2,937,000 | -13.9% | 24,334 | -14.4% | 0.00% | 0.0% |
| Q4 2013 | $3,411,000 | -9.7% | 28,416 | -8.7% | 0.00% | -50.0% |
| Q3 2013 | $3,776,000 | -15.3% | 31,125 | -15.7% | 0.00% | 0.0% |
| Q2 2013 | $4,459,000 | – | 36,929 | – | 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% |