ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 259 filers reported holding ISHARES TR in Q1 2016. 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. | 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% |