Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.

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 Q2 2022
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,752,238$198,283,30133.63%
Pacific Sage Partners, LLC 360,214$40,761,79912.26%
Johnson Financial Group, Inc. 1,226,546$138,795,9839.64%
Gould Capital, LLC 96,985$10,905,9638.81%
DDFG, Inc 207,233$23,450,4938.64%
Eley Financial Management, Inc 136,854$15,478,1877.88%
Bond & Devick Financial Network, Inc. 107,359$12,148,7447.81%
Parkside Advisors LLC 221,219$25,033,0887.78%
SNS Financial Group, LLC 497,777$56,328,4277.43%
Hilton Capital Management, LLC 473,308$53,559,5047.14%
View complete list of ISHARES TR shareholders