ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 373 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,928 | -0.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $6,949 | -1.1% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $7,028 | +3.5% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,790 | +339400.0% | 60 | +215.8% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 19 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -33.3% | 19 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | +50.0% | 19 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -93.1% | 19 | -91.9% | 0.00% | -100.0% |
| Q1 2017 | $29,000 | – | 236 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 153,509 | $18,320,000 | 21.53% |
| Verdad Advisers, LP | 180,000 | $21,481,000 | 20.25% |
| Northstar Advisory Group, LLC | 184,730 | $22,046,000 | 16.37% |
| Tanglewood Wealth Management, Inc. | 838,898 | $100,114,000 | 13.50% |
| Alhambra Investment Management LLC | 148,119 | $17,677,000 | 12.79% |
| SFMG, LLC | 762,205 | $90,962,000 | 10.55% |
| Gould Capital, LLC | 100,913 | $12,043,000 | 9.69% |
| SNS Financial Group, LLC | 588,951 | $70,285,000 | 9.16% |
| Hilton Capital Management, LLC | 610,210 | $72,822,000 | 8.94% |
| PROFFITT & GOODSON INC | 355,138 | $42,382,000 | 8.66% |