ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 278 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.17 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $209,000 | +2.0% | 1,833 | +6.8% | 0.01% | 0.0% |
| Q2 2022 | $205,000 | -2.4% | 1,717 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $210,000 | -5.0% | 1,717 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $221,000 | -11.6% | 1,717 | -10.6% | 0.01% | -20.0% |
| Q3 2021 | $250,000 | +11.6% | 1,920 | +11.8% | 0.02% | +7.1% |
| Q2 2021 | $224,000 | +10.3% | 1,717 | +12.6% | 0.01% | 0.0% |
| Q4 2020 | $203,000 | +0.5% | 1,525 | +0.9% | 0.01% | -12.5% |
| Q3 2020 | $202,000 | -7.3% | 1,512 | -7.1% | 0.02% | -11.1% |
| Q2 2020 | $218,000 | -12.1% | 1,628 | -12.5% | 0.02% | -28.0% |
| Q1 2020 | $248,000 | +6.0% | 1,860 | 0.0% | 0.02% | +31.6% |
| Q4 2019 | $234,000 | -15.5% | 1,860 | -14.9% | 0.02% | -24.0% |
| Q3 2019 | $277,000 | +14.0% | 2,186 | +13.1% | 0.02% | +8.7% |
| Q2 2019 | $243,000 | -40.0% | 1,933 | -41.2% | 0.02% | -43.9% |
| Q1 2019 | $405,000 | +84.9% | 3,285 | +81.9% | 0.04% | +70.8% |
| Q4 2018 | $219,000 | -52.2% | 1,806 | -51.8% | 0.02% | -52.0% |
| Q4 2017 | $458,000 | -1.1% | 3,750 | 0.0% | 0.05% | -7.4% |
| Q3 2017 | $463,000 | – | 3,750 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |