ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 351 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $20,000 | -4.8% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $23,000 | +4.5% | 175 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $22,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +4.8% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $21,000 | -4.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $22,000 | – | 175 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 153,509 | $18,320,000 | 21.53% |
| Verdad Advisers, LP | 180,000 | $21,481,000 | 20.25% |
| Northstar Advisory Group, LLC | 184,730 | $22,046,000 | 16.37% |
| Tanglewood Wealth Management, Inc. | 838,898 | $100,114,000 | 13.50% |
| Alhambra Investment Management LLC | 148,119 | $17,677,000 | 12.79% |
| SFMG, LLC | 762,205 | $90,962,000 | 10.55% |
| Gould Capital, LLC | 100,913 | $12,043,000 | 9.69% |
| SNS Financial Group, LLC | 588,951 | $70,285,000 | 9.16% |
| Hilton Capital Management, LLC | 610,210 | $72,822,000 | 8.94% |
| PROFFITT & GOODSON INC | 355,138 | $42,382,000 | 8.66% |