ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,066 | +244.9% | 10,119 | +306.5% | 0.12% | +33.0% |
| Q1 2020 | $332,000 | -8.3% | 2,489 | -13.6% | 0.09% | +11.0% |
| Q4 2019 | $362,000 | +66.1% | 2,881 | +67.2% | 0.08% | +54.7% |
| Q3 2019 | $218,000 | +2.8% | 1,723 | +2.4% | 0.05% | 0.0% |
| Q2 2019 | $212,000 | +5.0% | 1,682 | +0.1% | 0.05% | -5.4% |
| Q2 2018 | $202,000 | +274.1% | 1,680 | +295.3% | 0.06% | +273.3% |
| Q3 2016 | $54,000 | -8.5% | 425 | -8.6% | 0.02% | -16.7% |
| Q1 2016 | $59,000 | +3.5% | 465 | 0.0% | 0.02% | +5.9% |
| Q4 2015 | $57,000 | -1.7% | 465 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $58,000 | -43.1% | 465 | -44.0% | 0.02% | +12.5% |
| Q2 2015 | $102,000 | – | 830 | – | 0.02% | – |
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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% |