Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,000
-99.5%
0
-100.0%
0.00%
-99.3%
Q2 2022$926,000
+18420.0%
5,232
+12067.4%
0.31%
+15250.0%
Q1 2022$5,000
-80.0%
43
-79.1%
0.00%
-83.3%
Q2 2018$25,000
+127.3%
206
+142.4%
0.01%
+200.0%
Q2 2017$11,000850.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders