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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,951,339 | +63.4% | 42,958 | +66.8% | 1.66% | +107.0% |
| Q1 2023 | $3,030,429 | -85.5% | 25,758 | -84.5% | 0.80% | -80.8% |
| Q4 2019 | $20,929,000 | -35.0% | 166,433 | -34.5% | 4.17% | -27.7% |
| Q3 2019 | $32,209,000 | -29.1% | 254,013 | -29.7% | 5.77% | -24.9% |
| Q2 2019 | $45,432,000 | -15.5% | 361,263 | -17.2% | 7.69% | -13.6% |
| Q1 2019 | $53,756,000 | -46.1% | 436,335 | -46.9% | 8.90% | -29.7% |
| Q4 2018 | $99,723,000 | +14436.9% | 821,442 | +14521.6% | 12.65% | +10532.8% |
| Q4 2017 | $686,000 | -75.7% | 5,618 | -75.5% | 0.12% | -76.7% |
| Q3 2017 | $2,827,000 | +513.2% | 22,892 | +513.1% | 0.51% | +486.2% |
| Q2 2017 | $461,000 | +21.0% | 3,734 | +24.0% | 0.09% | +27.9% |
| Q3 2016 | $381,000 | -38.2% | 3,012 | -37.8% | 0.07% | -35.2% |
| Q2 2016 | $617,000 | -61.5% | 4,844 | -61.9% | 0.10% | -62.2% |
| Q1 2016 | $1,602,000 | – | 12,718 | – | 0.28% | – |
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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% |