ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,295 | +52553.4% | 1,736 | -48.6% | 0.01% | -10.0% |
| Q4 2022 | $388 | -99.8% | 3,378 | +89.3% | 0.01% | -28.6% |
| Q3 2022 | $204,000 | -5.1% | 1,784 | -0.8% | 0.01% | -12.5% |
| Q2 2022 | $215,000 | -6.9% | 1,799 | +0.2% | 0.02% | +33.3% |
| Q4 2021 | $231,000 | -1.3% | 1,796 | +0.1% | 0.01% | -7.7% |
| Q3 2021 | $234,000 | 0.0% | 1,794 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $234,000 | +0.4% | 1,793 | +0.1% | 0.01% | -7.1% |
| Q1 2021 | $233,000 | – | 1,791 | – | 0.01% | – |
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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% |