ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 155 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,407,000 | +4.8% | 19,678 | +5.7% | 0.25% | +90.1% |
| Q3 2017 | $2,297,000 | +600.3% | 18,618 | +600.5% | 0.13% | +555.0% |
| Q2 2017 | $328,000 | +54.0% | 2,658 | +52.4% | 0.02% | +33.3% |
| Q1 2017 | $213,000 | -0.9% | 1,744 | -0.9% | 0.02% | -6.2% |
| Q4 2016 | $215,000 | -84.4% | 1,759 | -83.8% | 0.02% | -85.8% |
| Q2 2016 | $1,379,000 | +69.0% | 10,885 | +67.7% | 0.11% | +46.8% |
| Q1 2016 | $816,000 | +227.7% | 6,489 | +220.6% | 0.08% | +148.4% |
| Q4 2015 | $249,000 | -21.0% | 2,024 | -19.8% | 0.03% | -13.9% |
| Q3 2015 | $315,000 | +30.7% | 2,523 | +28.4% | 0.04% | +28.6% |
| Q2 2015 | $241,000 | +4.3% | 1,965 | +5.4% | 0.03% | 0.0% |
| Q1 2015 | $231,000 | -0.9% | 1,865 | -2.0% | 0.03% | -9.7% |
| Q4 2014 | $233,000 | +15.9% | 1,903 | +15.1% | 0.03% | +14.8% |
| Q3 2014 | $201,000 | -8.6% | 1,653 | -8.8% | 0.03% | -15.6% |
| Q2 2014 | $220,000 | -0.5% | 1,813 | +0.1% | 0.03% | -22.0% |
| Q1 2014 | $221,000 | -90.6% | 1,811 | -90.7% | 0.04% | -90.2% |
| Q4 2013 | $2,341,000 | +999.1% | 19,467 | +1010.5% | 0.42% | +736.0% |
| Q3 2013 | $213,000 | -4.1% | 1,753 | -4.0% | 0.05% | +4.2% |
| Q2 2013 | $222,000 | – | 1,826 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |