ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $591,000 | -5.3% | 5,173 | -1.1% | 0.05% | +2.0% |
| Q2 2022 | $624,000 | +208.9% | 5,229 | +233.5% | 0.05% | +194.1% |
| Q4 2021 | $202,000 | -10.6% | 1,568 | -9.9% | 0.02% | -19.0% |
| Q3 2021 | $226,000 | -3.8% | 1,740 | -3.4% | 0.02% | -4.5% |
| Q2 2021 | $235,000 | -19.5% | 1,802 | -19.7% | 0.02% | -21.4% |
| Q1 2021 | $292,000 | -9.9% | 2,244 | -8.0% | 0.03% | -12.5% |
| Q4 2020 | $324,000 | +0.3% | 2,439 | +0.7% | 0.03% | -11.1% |
| Q3 2020 | $323,000 | +2.5% | 2,421 | +2.6% | 0.04% | 0.0% |
| Q2 2020 | $315,000 | +5.0% | 2,359 | +4.6% | 0.04% | -10.0% |
| Q1 2020 | $300,000 | -18.7% | 2,255 | -23.1% | 0.04% | 0.0% |
| Q4 2019 | $369,000 | +3.9% | 2,933 | +4.8% | 0.04% | -2.4% |
| Q3 2019 | $355,000 | +4.1% | 2,799 | +3.2% | 0.04% | +2.5% |
| Q2 2019 | $341,000 | +34.3% | 2,713 | +31.8% | 0.04% | +33.3% |
| Q1 2019 | $254,000 | +10.9% | 2,058 | +9.1% | 0.03% | 0.0% |
| Q4 2018 | $229,000 | – | 1,886 | – | 0.03% | – |
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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% |