ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
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. | 1,752,238 | $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% |