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 | $41 | -2.4% | 362 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $42 | -2.3% | 362 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43 | +2.4% | 362 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $42 | -100.0% | 362 | -95.3% | 0.00% | -95.0% |
| Q3 2022 | $872,000 | +16.0% | 7,631 | +21.1% | 0.02% | +17.6% |
| Q2 2022 | $752,000 | +29.4% | 6,303 | +32.4% | 0.02% | +70.0% |
| Q1 2022 | $581,000 | -10.1% | 4,762 | -5.2% | 0.01% | +66.7% |
| Q4 2021 | $646,000 | -2.4% | 5,021 | -1.3% | 0.01% | -14.3% |
| Q3 2021 | $662,000 | -2.1% | 5,086 | -1.8% | 0.01% | 0.0% |
| Q2 2021 | $676,000 | -8.8% | 5,177 | -9.2% | 0.01% | 0.0% |
| Q1 2021 | $741,000 | -28.4% | 5,704 | -26.7% | 0.01% | -41.7% |
| Q4 2020 | $1,035,000 | -1.3% | 7,780 | -1.0% | 0.01% | -20.0% |
| Q3 2020 | $1,049,000 | +0.6% | 7,855 | +0.6% | 0.02% | -11.8% |
| Q2 2020 | $1,043,000 | +8.4% | 7,805 | +8.2% | 0.02% | -22.7% |
| Q1 2020 | $962,000 | -35.3% | 7,215 | -39.0% | 0.02% | -24.1% |
| Q4 2019 | $1,487,000 | -3.6% | 11,823 | -2.8% | 0.03% | -9.4% |
| Q3 2019 | $1,543,000 | +24.4% | 12,168 | +23.4% | 0.03% | 0.0% |
| Q2 2019 | $1,240,000 | +3.6% | 9,860 | +1.5% | 0.03% | +10.3% |
| Q1 2019 | $1,197,000 | +4.5% | 9,719 | +3.0% | 0.03% | +11.5% |
| Q4 2018 | $1,146,000 | -79.7% | 9,439 | -80.1% | 0.03% | -77.8% |
| Q3 2018 | $5,647,000 | -6.8% | 47,437 | -6.0% | 0.12% | -18.8% |
| Q2 2018 | $6,057,000 | +0.7% | 50,477 | +1.2% | 0.14% | +1.4% |
| Q1 2018 | $6,014,000 | +3.0% | 49,857 | +4.3% | 0.14% | -2.1% |
| Q4 2017 | $5,838,000 | +29.7% | 47,789 | +31.2% | 0.14% | +35.5% |
| Q3 2017 | $4,501,000 | – | 36,435 | – | 0.11% | – |
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% |