ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,350,000 | -8.3% | 27,348 | -5.3% | 0.11% | -12.8% |
| Q3 2016 | $3,654,000 | -63.7% | 28,882 | -63.4% | 0.12% | -65.4% |
| Q2 2016 | $10,056,000 | +210.8% | 78,962 | +207.4% | 0.36% | +165.4% |
| Q1 2016 | $3,236,000 | +151.4% | 25,690 | +144.8% | 0.14% | +134.5% |
| Q4 2015 | $1,287,000 | +236.9% | 10,495 | +242.9% | 0.06% | +93.3% |
| Q3 2015 | $382,000 | +23.6% | 3,061 | +21.7% | 0.03% | +36.4% |
| Q2 2015 | $309,000 | -24.1% | 2,516 | -23.2% | 0.02% | -21.4% |
| Q1 2015 | $407,000 | +67.5% | 3,274 | +64.5% | 0.03% | +7.7% |
| Q4 2014 | $243,000 | +6.6% | 1,990 | +5.7% | 0.03% | -3.7% |
| Q3 2014 | $228,000 | +43.4% | 1,883 | +44.5% | 0.03% | +28.6% |
| Q2 2014 | $159,000 | -63.0% | 1,303 | -63.4% | 0.02% | -32.3% |
| Q1 2014 | $430,000 | +31.9% | 3,560 | +31.0% | 0.03% | -38.0% |
| Q4 2013 | $326,000 | -61.0% | 2,718 | -60.5% | 0.05% | -65.8% |
| Q3 2013 | $835,000 | +9.7% | 6,881 | +9.1% | 0.15% | -4.6% |
| Q2 2013 | $761,000 | – | 6,305 | – | 0.15% | – |
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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% |