ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $142,000 | 0.0% | 1,062 | -0.6% | 0.00% | – |
| Q1 2020 | $142,000 | +4.4% | 1,068 | -1.3% | 0.00% | – |
| Q4 2019 | $136,000 | -0.7% | 1,082 | 0.0% | 0.00% | – |
| Q3 2019 | $137,000 | +13600.0% | 1,082 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -99.3% | 1,082 | -4.8% | 0.00% | – |
| Q1 2019 | $140,000 | -5.4% | 1,136 | -6.8% | 0.00% | – |
| Q4 2018 | $148,000 | +70.1% | 1,219 | +66.1% | 0.00% | – |
| Q3 2018 | $87,000 | -41.2% | 734 | -40.7% | 0.00% | – |
| Q2 2018 | $148,000 | +18.4% | 1,237 | +19.5% | 0.00% | – |
| Q1 2018 | $125,000 | +58.2% | 1,035 | +59.7% | 0.00% | – |
| Q4 2017 | $79,000 | -1.2% | 648 | 0.0% | 0.00% | – |
| Q3 2017 | $80,000 | 0.0% | 648 | 0.0% | 0.00% | – |
| Q2 2017 | $80,000 | 0.0% | 648 | -0.5% | 0.00% | – |
| Q1 2017 | $80,000 | +2.6% | 651 | +2.5% | 0.00% | – |
| Q4 2016 | $78,000 | -2.5% | 635 | -0.2% | 0.00% | – |
| Q3 2016 | $80,000 | -1.2% | 636 | 0.0% | 0.00% | – |
| Q2 2016 | $81,000 | +1.2% | 636 | 0.0% | 0.00% | – |
| Q1 2016 | $80,000 | +2.6% | 636 | -0.2% | 0.00% | – |
| Q4 2015 | $78,000 | -1.3% | 637 | 0.0% | 0.00% | – |
| Q3 2015 | $79,000 | +1.3% | 637 | 0.0% | 0.00% | – |
| Q2 2015 | $78,000 | 0.0% | 637 | +1.4% | 0.00% | – |
| Q1 2015 | $78,000 | 0.0% | 628 | -1.7% | 0.00% | – |
| Q4 2014 | $78,000 | -1.3% | 639 | -1.7% | 0.00% | – |
| Q3 2014 | $79,000 | +16.2% | 650 | +15.7% | 0.00% | – |
| Q2 2014 | $68,000 | +1.5% | 562 | +0.9% | 0.00% | – |
| Q1 2014 | $67,000 | 0.0% | 557 | 0.0% | 0.00% | – |
| Q4 2013 | $67,000 | -9.5% | 557 | -8.4% | 0.00% | – |
| Q3 2013 | $74,000 | +1.4% | 608 | +1.2% | 0.00% | – |
| Q2 2013 | $73,000 | – | 601 | – | 0.00% | – |
Download | ||||||
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% |