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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,235,570 | -5.1% | 10,919 | -3.3% | 0.09% | -2.2% |
| Q2 2023 | $1,301,963 | -12.0% | 11,296 | -10.2% | 0.09% | -11.4% |
| Q1 2023 | $1,479,953 | +12.4% | 12,579 | +9.7% | 0.10% | +4.0% |
| Q4 2022 | $1,316,918 | +2.0% | 11,462 | +1.4% | 0.10% | -6.5% |
| Q3 2022 | $1,291,000 | +5.4% | 11,299 | +10.1% | 0.11% | +10.2% |
| Q2 2022 | $1,225,000 | +1.3% | 10,267 | +3.6% | 0.10% | +21.0% |
| Q1 2022 | $1,209,000 | -12.1% | 9,906 | -7.3% | 0.08% | -10.0% |
| Q4 2021 | $1,375,000 | -5.6% | 10,687 | -4.2% | 0.09% | -21.7% |
| Q2 2021 | $1,457,000 | -31.5% | 11,161 | -31.8% | 0.12% | -43.9% |
| Q1 2021 | $2,126,000 | +52.9% | 16,368 | +56.6% | 0.20% | +42.4% |
| Q4 2020 | $1,390,000 | -16.8% | 10,452 | -16.4% | 0.14% | +12.5% |
| Q3 2020 | $1,670,000 | -26.3% | 12,498 | -26.3% | 0.13% | -62.5% |
| Q2 2020 | $2,267,000 | +825.3% | 16,961 | +824.3% | 0.34% | -27.9% |
| Q1 2020 | $245,000 | -85.0% | 1,835 | -85.9% | 0.47% | +129.6% |
| Q4 2019 | $1,637,000 | – | 13,022 | – | 0.21% | – |
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% |