ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 274 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $665,000 | -57.1% | 5,541 | -56.9% | 0.01% | -57.1% |
| Q1 2018 | $1,551,000 | -31.6% | 12,856 | -30.8% | 0.03% | -28.2% |
| Q4 2017 | $2,269,000 | -55.3% | 18,578 | -54.8% | 0.04% | -57.1% |
| Q3 2017 | $5,072,000 | -67.4% | 41,064 | -67.4% | 0.09% | -68.3% |
| Q2 2017 | $15,547,000 | -52.6% | 125,812 | -52.8% | 0.29% | -53.0% |
| Q1 2017 | $32,825,000 | +11.9% | 266,764 | +11.4% | 0.61% | +7.6% |
| Q4 2016 | $29,335,000 | -39.3% | 239,452 | -37.3% | 0.57% | -40.3% |
| Q3 2016 | $48,353,000 | -21.6% | 382,120 | -21.1% | 0.95% | -25.6% |
| Q2 2016 | $61,709,000 | -42.3% | 484,562 | -42.9% | 1.28% | -43.6% |
| Q1 2016 | $106,943,000 | -18.8% | 849,095 | -20.9% | 2.27% | -20.6% |
| Q4 2015 | $131,643,000 | +39.7% | 1,073,673 | +42.0% | 2.86% | +38.3% |
| Q3 2015 | $94,219,000 | +11.2% | 755,871 | +9.7% | 2.07% | +20.5% |
| Q2 2015 | $84,753,000 | -9.5% | 689,274 | -8.6% | 1.72% | -6.5% |
| Q1 2015 | $93,614,000 | – | 753,919 | – | 1.84% | – |
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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% |