ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,989,000 | -32.5% | 16,234 | -30.3% | 0.18% | -38.0% |
| Q3 2016 | $2,946,000 | -17.7% | 23,306 | -17.1% | 0.30% | -27.7% |
| Q2 2016 | $3,580,000 | -19.7% | 28,115 | -20.6% | 0.41% | -24.7% |
| Q1 2016 | $4,457,000 | +2.7% | 35,425 | +0.1% | 0.54% | -5.4% |
| Q4 2015 | $4,340,000 | -1.4% | 35,399 | +0.2% | 0.57% | -9.5% |
| Q3 2015 | $4,402,000 | +1.4% | 35,311 | 0.0% | 0.63% | +10.3% |
| Q2 2015 | $4,342,000 | – | 35,311 | – | 0.57% | – |
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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% |