ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 161 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $52,000 | -76.4% | 420 | -76.5% | 0.02% | -71.1% |
| Q1 2017 | $220,000 | -20.3% | 1,790 | -20.4% | 0.08% | -16.5% |
| Q4 2016 | $276,000 | -66.0% | 2,250 | -64.7% | 0.09% | -64.3% |
| Q2 2016 | $811,000 | -24.9% | 6,365 | -25.8% | 0.26% | -15.6% |
| Q1 2016 | $1,080,000 | +215.8% | 8,575 | +212.4% | 0.30% | +308.1% |
| Q3 2015 | $342,000 | -31.0% | 2,745 | -32.0% | 0.07% | -25.3% |
| Q2 2015 | $496,000 | -10.3% | 4,035 | -9.3% | 0.10% | -12.4% |
| Q1 2015 | $553,000 | +55.8% | 4,450 | +53.2% | 0.11% | +59.2% |
| Q4 2014 | $355,000 | +0.3% | 2,905 | -0.3% | 0.07% | -25.3% |
| Q3 2014 | $354,000 | +785.0% | 2,915 | +783.3% | 0.10% | +763.6% |
| Q2 2014 | $40,000 | -90.8% | 330 | -90.9% | 0.01% | -92.0% |
| Q1 2014 | $437,000 | – | 3,625 | – | 0.14% | – |
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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% |