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 | $929,312 | -2.6% | 8,276 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $953,892 | -2.0% | 8,276 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $973,671 | -22.1% | 8,276 | -23.9% | 0.02% | -13.0% |
| Q4 2022 | $1,249,658 | +3.2% | 10,877 | +2.6% | 0.02% | -8.0% |
| Q3 2022 | $1,211,000 | -1.0% | 10,602 | +3.5% | 0.02% | +8.7% |
| Q2 2022 | $1,223,000 | -1.5% | 10,246 | +0.8% | 0.02% | +15.0% |
| Q1 2022 | $1,241,000 | +9.2% | 10,169 | +15.1% | 0.02% | +11.1% |
| Q4 2021 | $1,136,000 | +260.6% | 8,833 | +265.3% | 0.02% | +260.0% |
| Q3 2021 | $315,000 | +49.3% | 2,418 | +38.8% | 0.01% | -16.7% |
| Q4 2018 | $211,000 | +70.2% | 1,742 | +73.5% | 0.01% | +50.0% |
| Q3 2017 | $124,000 | – | 1,004 | – | 0.00% | – |
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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% |