ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $441,000 | -79.0% | 3,611 | -77.8% | 0.12% | -57.5% |
| Q4 2021 | $2,105,000 | +100.1% | 16,267 | +101.2% | 0.29% | -3.3% |
| Q3 2021 | $1,052,000 | +2.0% | 8,083 | +2.4% | 0.30% | +2.4% |
| Q2 2021 | $1,031,000 | +4.2% | 7,897 | +3.7% | 0.30% | -0.7% |
| Q1 2021 | $989,000 | -50.6% | 7,617 | -49.4% | 0.30% | -54.0% |
| Q4 2020 | $2,003,000 | +1.9% | 15,062 | +2.4% | 0.64% | -8.5% |
| Q3 2020 | $1,965,000 | -0.8% | 14,711 | -0.7% | 0.70% | -2.4% |
| Q2 2020 | $1,980,000 | -1.1% | 14,815 | -1.4% | 0.72% | -13.9% |
| Q1 2020 | $2,002,000 | +7.5% | 15,018 | +1.4% | 0.84% | +27.9% |
| Q4 2019 | $1,862,000 | -1.6% | 14,810 | -0.8% | 0.66% | -5.5% |
| Q3 2019 | $1,893,000 | +0.9% | 14,931 | +0.1% | 0.69% | -0.1% |
| Q2 2019 | $1,876,000 | +5.6% | 14,919 | +3.5% | 0.70% | +3.0% |
| Q1 2019 | $1,776,000 | +0.9% | 14,416 | -0.6% | 0.68% | -9.0% |
| Q4 2018 | $1,760,000 | -1.0% | 14,497 | -2.9% | 0.74% | +18.2% |
| Q3 2018 | $1,777,000 | -1.4% | 14,926 | -0.6% | 0.63% | -3.8% |
| Q2 2018 | $1,803,000 | +1.4% | 15,023 | +1.9% | 0.65% | +0.8% |
| Q1 2018 | $1,778,000 | +0.1% | 14,744 | +1.3% | 0.65% | +0.6% |
| Q4 2017 | $1,777,000 | +0.3% | 14,548 | +1.4% | 0.64% | -4.2% |
| Q3 2017 | $1,772,000 | -0.1% | 14,347 | -0.0% | 0.67% | -4.0% |
| Q2 2017 | $1,773,000 | 0.0% | 14,351 | -0.4% | 0.70% | -1.5% |
| Q1 2017 | $1,773,000 | +0.7% | 14,405 | +0.3% | 0.71% | -0.8% |
| Q4 2016 | $1,760,000 | -7.9% | 14,369 | -4.8% | 0.72% | -5.8% |
| Q3 2016 | $1,910,000 | -2.9% | 15,090 | -2.4% | 0.76% | -3.1% |
| Q2 2016 | $1,968,000 | +2.7% | 15,456 | +1.6% | 0.78% | +2.6% |
| Q1 2016 | $1,916,000 | +6.3% | 15,216 | +3.5% | 0.76% | +7.3% |
| Q4 2015 | $1,802,000 | -1.5% | 14,695 | +0.1% | 0.71% | -3.4% |
| Q3 2015 | $1,830,000 | -70.4% | 14,684 | -70.8% | 0.74% | -68.0% |
| Q2 2015 | $6,174,000 | +2.9% | 50,212 | +3.9% | 2.30% | +2.3% |
| Q1 2015 | $6,001,000 | +250.3% | 48,333 | +245.2% | 2.25% | +235.6% |
| Q4 2014 | $1,713,000 | -4.1% | 14,002 | -4.9% | 0.67% | -2.6% |
| Q3 2014 | $1,786,000 | +0.8% | 14,718 | +1.2% | 0.69% | +2.8% |
| Q2 2014 | $1,772,000 | +1.2% | 14,546 | +0.3% | 0.67% | -2.5% |
| Q1 2014 | $1,751,000 | +0.4% | 14,504 | -0.2% | 0.69% | -1.6% |
| Q4 2013 | $1,744,000 | -2.6% | 14,529 | -1.5% | 0.70% | -19.5% |
| Q3 2013 | $1,790,000 | -67.1% | 14,751 | -67.3% | 0.87% | -68.4% |
| Q2 2013 | $5,447,000 | – | 45,113 | – | 2.74% | – |
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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% |