ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,085,463 | +71.3% | 18,429 | +74.5% | 0.02% | +64.3% |
| Q2 2023 | $1,217,491 | +1.3% | 10,563 | +3.4% | 0.01% | -6.7% |
| Q1 2023 | $1,201,810 | +273.3% | 10,215 | +264.6% | 0.02% | +275.0% |
| Q4 2022 | $321,974 | +3.5% | 2,802 | +3.0% | 0.00% | -20.0% |
| Q3 2022 | $311,000 | -1.9% | 2,720 | +2.5% | 0.01% | 0.0% |
| Q2 2022 | $317,000 | -3.9% | 2,653 | -1.7% | 0.01% | 0.0% |
| Q1 2022 | $330,000 | +49.3% | 2,698 | +57.3% | 0.01% | +66.7% |
| Q4 2021 | $221,000 | -27.3% | 1,715 | -27.1% | 0.00% | -40.0% |
| Q3 2021 | $304,000 | -71.8% | 2,351 | -71.0% | 0.01% | -70.6% |
| Q3 2020 | $1,079,000 | – | 8,115 | – | 0.02% | – |
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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% |