ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,151,856 | +223.6% | 9,834 | +212.6% | 0.04% | +200.0% |
| Q3 2023 | $356,001 | -59.9% | 3,146 | -59.1% | 0.01% | -59.4% |
| Q2 2023 | $887,041 | +787.0% | 7,696 | +782.6% | 0.03% | +540.0% |
| Q3 2022 | $100,000 | -76.2% | 872 | -75.3% | 0.01% | -72.2% |
| Q2 2022 | $421,000 | +1.0% | 3,526 | +3.2% | 0.02% | +12.5% |
| Q1 2022 | $417,000 | -5.7% | 3,418 | -0.4% | 0.02% | 0.0% |
| Q4 2021 | $442,000 | -49.9% | 3,432 | -49.4% | 0.02% | -56.8% |
| Q3 2021 | $883,000 | -7.8% | 6,785 | -7.6% | 0.04% | -9.8% |
| Q2 2021 | $958,000 | -3.7% | 7,340 | -4.2% | 0.04% | -12.8% |
| Q1 2021 | $995,000 | +2.6% | 7,659 | +4.9% | 0.05% | -6.0% |
| Q4 2020 | $970,000 | +0.4% | 7,298 | +0.9% | 0.05% | -10.7% |
| Q3 2020 | $966,000 | +7.1% | 7,233 | +7.2% | 0.06% | -3.4% |
| Q2 2020 | $902,000 | -5.4% | 6,747 | -11.0% | 0.06% | -1.7% |
| Q4 2019 | $953,000 | -2.1% | 7,579 | -1.3% | 0.06% | -9.2% |
| Q3 2019 | $973,000 | +5.5% | 7,676 | +4.7% | 0.06% | +1.6% |
| Q2 2019 | $922,000 | -99.8% | 7,328 | +82.7% | 0.06% | +77.8% |
| Q1 2019 | $494,278,000 | +6595.7% | 4,012 | +6371.0% | 0.04% | +3500.0% |
| Q3 2018 | $7,382,000 | +508.6% | 62 | +520.0% | 0.00% | – |
| Q3 2014 | $1,213,000 | -0.4% | 10 | 0.0% | 0.00% | – |
| Q2 2014 | $1,218,000 | – | 10 | – | 0.00% | – |
Download | ||||||
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% |