ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 647 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 12.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,201,436 | +22.7% | 19,065 | +23.1% | 0.07% | +21.4% |
| Q1 2024 | $1,793,781 | +2362.1% | 15,489 | +2390.2% | 0.06% | +2700.0% |
| Q4 2023 | $72,855 | +3.5% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $70,386 | -1.8% | 622 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $71,692 | -2.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $73,178 | +2.4% | 622 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $71,462 | -40.9% | 622 | -41.3% | 0.00% | -40.0% |
| Q3 2022 | $121,000 | -54.2% | 1,059 | -52.0% | 0.01% | -28.6% |
| Q2 2022 | $264,000 | -47.1% | 2,208 | -46.0% | 0.01% | -53.3% |
| Q1 2022 | $499,000 | +31.3% | 4,092 | +38.7% | 0.02% | +36.4% |
| Q4 2021 | $380,000 | +21.8% | 2,951 | +23.1% | 0.01% | +57.1% |
| Q3 2021 | $312,000 | – | 2,398 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 309,172 | $36,213,316 | 19.46% |
| Tanglewood Wealth Management, Inc. | 1,203,211 | $140,932,063 | 17.25% |
| Strategic Point Investment Advisors, LLC | 375,589 | $43,992,739 | 8.50% |
| DDFG, Inc | 207,321 | $24,283,537 | 8.22% |
| Gould Capital, LLC | 93,625 | $10,966,296 | 8.02% |
| Parkside Advisors LLC | 233,146 | $27,308,340 | 7.56% |
| Johnson Financial Group, Inc. | 1,179,767 | $138,186,067 | 7.56% |
| Bond & Devick Financial Network, Inc. | 108,179 | $12,671,006 | 7.21% |
| SNS Financial Group, LLC | 471,115 | $55,181,727 | 6.54% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 438,951 | $51,414,353 | 6.03% |