ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,558,419 | +0.3% | 49,120 | +2.2% | 0.97% | +2.1% |
| Q2 2023 | $5,540,433 | +1.0% | 48,069 | +3.1% | 0.95% | -10.5% |
| Q1 2023 | $5,483,549 | -10.2% | 46,609 | -12.3% | 1.07% | -24.3% |
| Q4 2022 | $6,105,829 | -3.6% | 53,145 | -4.1% | 1.41% | -7.2% |
| Q3 2022 | $6,331,000 | -8.2% | 55,399 | -4.2% | 1.52% | +0.6% |
| Q2 2022 | $6,898,000 | – | 57,803 | – | 1.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |