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 | $3,446 | +89.8% | 30,449 | +93.3% | 0.05% | +82.8% |
| Q2 2023 | $1,816 | +13.6% | 15,753 | +15.9% | 0.03% | +7.4% |
| Q1 2023 | $1,599 | -99.9% | 13,595 | -0.6% | 0.03% | -3.6% |
| Q4 2022 | $1,572,000 | -99.9% | 13,679 | +4.0% | 0.03% | -6.7% |
| Q3 2022 | $1,503,000,000 | +88259.8% | 13,153 | -7.7% | 0.03% | -9.1% |
| Q2 2022 | $1,701,000 | -4.0% | 14,253 | -1.8% | 0.03% | +6.5% |
| Q1 2022 | $1,772,000 | -99.9% | 14,519 | +41.7% | 0.03% | +34.8% |
| Q4 2021 | $1,318,000,000 | +124357.0% | 10,245 | +26.0% | 0.02% | +9.5% |
| Q3 2021 | $1,059,000 | +27.4% | 8,134 | +27.8% | 0.02% | +16.7% |
| Q2 2021 | $831,000 | +31.3% | 6,364 | +30.7% | 0.02% | +20.0% |
| Q1 2021 | $633,000 | +104.9% | 4,871 | +109.8% | 0.02% | +66.7% |
| Q4 2020 | $309,000 | +53.7% | 2,322 | +54.1% | 0.01% | +12.5% |
| Q2 2020 | $201,000 | -70.7% | 1,507 | -73.1% | 0.01% | -78.9% |
| Q1 2019 | $685,000 | +7.9% | 5,593 | +5.6% | 0.04% | -44.9% |
| Q2 2017 | $635,000 | +24.0% | 5,294 | +31.9% | 0.07% | -21.6% |
| Q2 2016 | $512,000 | -99.9% | 4,015 | -0.2% | 0.09% | -16.2% |
| Q4 2015 | $493,000,000 | – | 4,024 | – | 0.10% | – |
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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% |