ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,603 | -1.8% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $2,651 | -3.8% | 23 | -4.2% | 0.00% | – |
| Q4 2022 | $2,757 | -93.7% | 24 | -93.5% | 0.00% | -100.0% |
| Q2 2022 | $44,000 | -51.1% | 367 | -47.6% | 0.00% | -33.3% |
| Q4 2021 | $90,000 | -1.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $91,000 | -12.5% | 700 | -12.5% | 0.01% | -14.3% |
| Q1 2021 | $104,000 | -1.9% | 800 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $106,000 | -45.9% | 800 | -45.5% | 0.01% | -47.1% |
| Q3 2020 | $196,000 | 0.0% | 1,468 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $196,000 | -25.8% | 1,468 | -25.8% | 0.02% | -33.3% |
| Q1 2020 | $264,000 | +9.5% | 1,979 | +3.2% | 0.02% | +20.0% |
| Q4 2019 | $241,000 | -0.8% | 1,918 | 0.0% | 0.02% | -9.1% |
| Q3 2019 | $243,000 | +27.2% | 1,918 | +26.4% | 0.02% | +4.8% |
| Q2 2019 | $191,000 | +60.5% | 1,518 | +56.8% | 0.02% | +40.0% |
| Q1 2019 | $119,000 | +1387.5% | 968 | +1323.5% | 0.02% | +1400.0% |
| Q4 2018 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | -99.4% | 68 | -99.4% | 0.00% | -99.5% |
| Q4 2017 | $1,415,000 | – | 11,581 | – | 0.22% | – |
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% |