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. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |