ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 8.00 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $206,000 | -3.3% | 1,682 | 0.0% | 0.03% | -10.5% |
| Q3 2016 | $213,000 | -5.3% | 1,682 | -5.0% | 0.04% | -7.3% |
| Q2 2016 | $225,000 | +0.9% | 1,770 | 0.0% | 0.04% | -4.7% |
| Q1 2016 | $223,000 | +8.3% | 1,770 | +6.4% | 0.04% | -8.5% |
| Q1 2015 | $206,000 | -5.9% | 1,663 | -7.0% | 0.05% | -11.3% |
| Q4 2014 | $219,000 | -3.1% | 1,788 | -4.0% | 0.05% | -7.0% |
| Q3 2014 | $226,000 | -0.4% | 1,863 | 0.0% | 0.06% | +5.6% |
| Q2 2014 | $227,000 | -15.3% | 1,863 | -16.0% | 0.05% | -16.9% |
| Q1 2014 | $268,000 | +0.8% | 2,219 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $266,000 | -1.1% | 2,219 | 0.0% | 0.06% | -7.1% |
| Q3 2013 | $269,000 | +0.4% | 2,219 | 0.0% | 0.07% | -4.1% |
| Q2 2013 | $268,000 | – | 2,219 | – | 0.07% | – |
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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% |