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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $314,799 | -10.3% | 2,740 | -10.8% | 0.07% | -21.4% |
| Q3 2022 | $351,000 | -10.0% | 3,071 | -6.0% | 0.08% | -4.5% |
| Q2 2022 | $390,000 | +32.7% | 3,266 | +35.6% | 0.09% | +54.4% |
| Q1 2022 | $294,000 | -9.0% | 2,408 | -4.0% | 0.06% | -12.3% |
| Q4 2021 | $323,000 | -52.4% | 2,508 | -51.8% | 0.06% | -58.9% |
| Q3 2021 | $678,000 | – | 5,208 | – | 0.16% | – |
Download | ||||||
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% |