ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 193 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $4,910,000 | +14.5% | 40,123 | +13.6% | 0.09% | +10.1% |
| Q3 2014 | $4,288,000 | +74.3% | 35,322 | +74.9% | 0.08% | +79.5% |
| Q2 2014 | $2,460,000 | -4.9% | 20,196 | -5.8% | 0.04% | -10.2% |
| Q1 2014 | $2,587,000 | +234.2% | 21,445 | +233.0% | 0.05% | +276.9% |
| Q4 2013 | $774,000 | -99.2% | 6,439 | -99.2% | 0.01% | -99.3% |
| Q3 2013 | $101,873,000 | +10937.2% | 839,650 | +10890.2% | 1.93% | +9560.0% |
| Q2 2013 | $923,000 | – | 7,640 | – | 0.02% | – |
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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% |