ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 142 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $10,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | -76.7% | 82 | -76.6% | 0.00% | -88.9% |
| Q4 2015 | $43,000 | -14.0% | 350 | -12.5% | 0.01% | -10.0% |
| Q3 2015 | $50,000 | +2.0% | 400 | 0.0% | 0.01% | +11.1% |
| Q2 2015 | $49,000 | -7.5% | 400 | -7.0% | 0.01% | -10.0% |
| Q1 2015 | $53,000 | -11.7% | 430 | -12.2% | 0.01% | -16.7% |
| Q4 2014 | $60,000 | +1.7% | 490 | 0.0% | 0.01% | -7.7% |
| Q3 2014 | $59,000 | -1.7% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $60,000 | -43.4% | 490 | -44.3% | 0.01% | -48.0% |
| Q1 2014 | $106,000 | -68.4% | 880 | -68.5% | 0.02% | -69.5% |
| Q4 2013 | $335,000 | -4.6% | 2,795 | -3.3% | 0.08% | -17.2% |
| Q3 2013 | $351,000 | -11.1% | 2,890 | -11.6% | 0.10% | -16.1% |
| Q2 2013 | $395,000 | – | 3,270 | – | 0.12% | – |
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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% |