ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,847 | -22.4% | 34 | -20.9% | 0.00% | – |
| Q2 2023 | $4,956 | +23.9% | 43 | +26.5% | 0.00% | – |
| Q1 2023 | $4,000 | +2.4% | 34 | 0.0% | 0.00% | – |
| Q4 2022 | $3,906 | -2.4% | 34 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | -20.0% | 34 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -72.2% | 34 | -75.2% | 0.00% | -100.0% |
| Q3 2020 | $18,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +260.0% | 137 | +302.9% | 0.00% | – |
| Q1 2020 | $5,000 | +25.0% | 34 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | -50.0% | 34 | -50.7% | 0.00% | 0.0% |
| Q3 2014 | $8,000 | – | 69 | – | 0.00% | – |
Download | ||||||
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% |