ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,923,371 | -16.4% | 520,708 | -14.8% | 1.58% | -2.2% |
Q2 2023 | $70,479,497 | -4.6% | 611,483 | -2.6% | 1.61% | +2.7% |
Q1 2023 | $73,887,299 | +98341.6% | 628,026 | -3.9% | 1.57% | -2.7% |
Q4 2022 | $75,057 | -99.9% | 653,294 | -2.1% | 1.61% | -3.2% |
Q3 2022 | $76,276,000 | +20.0% | 667,450 | +25.3% | 1.67% | +35.0% |
Q2 2022 | $63,574,000 | – | 532,713 | – | 1.23% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tanglewood Wealth Management, Inc. | 1,752,238 | $198,283,301 | 33.63% |
Pacific Sage Partners, LLC | 360,214 | $40,761,799 | 12.26% |
Johnson Financial Group, Inc. | 1,226,546 | $138,795,983 | 9.64% |
Gould Capital, LLC | 96,985 | $10,905,963 | 8.81% |
DDFG, Inc | 207,233 | $23,450,493 | 8.64% |
Eley Financial Management, Inc | 136,854 | $15,478,187 | 7.88% |
Bond & Devick Financial Network, Inc. | 107,359 | $12,148,744 | 7.81% |
Parkside Advisors LLC | 221,219 | $25,033,088 | 7.78% |
SNS Financial Group, LLC | 497,777 | $56,328,427 | 7.43% |
Hilton Capital Management, LLC | 473,308 | $53,559,504 | 7.14% |