ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $4,152,000 | +18.1% | 32,815 | +18.9% | 0.11% | +11.3% |
| Q2 2016 | $3,516,000 | +11.3% | 27,610 | +10.1% | 0.10% | +2.1% |
| Q1 2016 | $3,159,000 | +159.6% | 25,078 | +150.9% | 0.10% | +69.6% |
| Q2 2014 | $1,217,000 | +3.5% | 9,994 | +2.6% | 0.06% | -6.7% |
| Q1 2014 | $1,176,000 | -55.0% | 9,743 | -55.3% | 0.06% | -58.6% |
| Q4 2013 | $2,614,000 | +261.0% | 21,778 | +265.2% | 0.14% | +222.2% |
| Q3 2013 | $724,000 | -6.5% | 5,964 | -7.0% | 0.04% | -15.1% |
| Q2 2013 | $774,000 | – | 6,411 | – | 0.05% | – |
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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% |