ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $471 | -100.0% | 4,100 | -75.3% | 0.00% | -50.0% |
| Q2 2022 | $1,981,000 | -90.6% | 16,600 | -89.9% | 0.00% | -92.3% |
| Q4 2021 | $21,153,000 | +171.0% | 164,400 | +174.9% | 0.03% | +160.0% |
| Q2 2021 | $7,806,000 | -60.8% | 59,800 | -60.1% | 0.01% | -54.5% |
| Q4 2020 | $19,934,000 | +93.0% | 149,900 | +93.9% | 0.02% | +120.0% |
| Q3 2020 | $10,327,000 | +453.1% | 77,300 | +452.1% | 0.01% | +400.0% |
| Q1 2020 | $1,867,000 | -61.4% | 14,000 | -63.3% | 0.00% | -50.0% |
| Q3 2019 | $4,831,000 | +7.0% | 38,100 | +6.1% | 0.00% | 0.0% |
| Q2 2019 | $4,515,000 | +75.3% | 35,900 | +71.8% | 0.00% | +100.0% |
| Q1 2019 | $2,575,000 | -13.8% | 20,900 | -16.1% | 0.00% | 0.0% |
| Q2 2018 | $2,988,000 | +9.8% | 24,900 | +11.7% | 0.00% | -33.3% |
| Q4 2017 | $2,722,000 | – | 22,285 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |