ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $327,000 | -2.1% | 2,571 | -3.0% | 0.08% | -7.4% |
| Q1 2016 | $334,000 | +2.8% | 2,651 | 0.0% | 0.08% | -3.6% |
| Q4 2015 | $325,000 | -18.3% | 2,651 | -17.1% | 0.08% | -22.9% |
| Q3 2015 | $398,000 | -30.7% | 3,196 | -31.6% | 0.11% | -26.4% |
| Q2 2015 | $574,000 | -15.1% | 4,672 | -14.2% | 0.15% | -14.0% |
| Q1 2015 | $676,000 | -2.9% | 5,447 | -4.2% | 0.17% | -1.1% |
| Q4 2014 | $696,000 | +0.4% | 5,687 | -0.4% | 0.17% | -3.3% |
| Q3 2014 | $693,000 | -28.0% | 5,711 | -27.7% | 0.18% | -27.4% |
| Q2 2014 | $963,000 | -10.6% | 7,903 | -11.4% | 0.25% | -13.3% |
| Q1 2014 | $1,077,000 | -5.8% | 8,923 | -6.3% | 0.29% | -8.6% |
| Q4 2013 | $1,143,000 | -20.6% | 9,524 | -19.8% | 0.31% | -27.4% |
| Q3 2013 | $1,440,000 | -7.2% | 11,870 | -7.7% | 0.43% | -11.3% |
| Q2 2013 | $1,552,000 | – | 12,857 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |