ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 296 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $55,000 | +1.9% | 450 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $54,000 | -15.6% | 450 | -16.0% | 0.01% | -20.0% |
| Q2 2018 | $64,000 | +18.5% | 536 | +19.1% | 0.01% | +11.1% |
| Q1 2018 | $54,000 | -1.8% | 450 | 0.0% | 0.01% | +12.5% |
| Q4 2017 | $55,000 | -1.8% | 450 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $56,000 | -6.7% | 450 | -7.6% | 0.01% | -30.8% |
| Q4 2015 | $60,000 | -73.1% | 487 | -72.8% | 0.01% | -72.9% |
| Q3 2015 | $223,000 | +39.4% | 1,792 | +37.3% | 0.05% | +60.0% |
| Q2 2015 | $160,000 | -49.2% | 1,305 | -48.5% | 0.03% | -36.2% |
| Q1 2015 | $315,000 | +1.6% | 2,535 | 0.0% | 0.05% | -4.1% |
| Q4 2014 | $310,000 | +17.4% | 2,535 | +16.6% | 0.05% | +14.0% |
| Q3 2014 | $264,000 | -35.6% | 2,175 | -35.5% | 0.04% | -33.8% |
| Q2 2014 | $410,000 | +184.7% | 3,370 | +182.0% | 0.06% | +150.0% |
| Q1 2014 | $144,000 | -54.1% | 1,195 | -54.3% | 0.03% | -52.7% |
| Q4 2013 | $314,000 | -0.9% | 2,615 | 0.0% | 0.06% | -8.3% |
| Q3 2013 | $317,000 | -1.6% | 2,615 | -1.9% | 0.06% | -6.2% |
| Q2 2013 | $322,000 | – | 2,665 | – | 0.06% | – |
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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% |