ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -71.4% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -98.9% | 7 | -99.0% | 0.00% | -100.0% |
| Q1 2019 | $90,000 | +3.4% | 728 | +1.4% | 0.01% | -11.1% |
| Q4 2018 | $87,000 | +2.4% | 718 | +0.7% | 0.01% | +12.5% |
| Q3 2018 | $85,000 | 0.0% | 713 | +0.4% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | -8.6% | 710 | -7.4% | 0.01% | -11.1% |
| Q1 2018 | $93,000 | +8.1% | 767 | +8.9% | 0.01% | 0.0% |
| Q4 2017 | $86,000 | -10.4% | 704 | -9.2% | 0.01% | -25.0% |
| Q3 2017 | $96,000 | -71.8% | 775 | -71.9% | 0.01% | -73.3% |
| Q2 2017 | $341,000 | -16.0% | 2,759 | -16.3% | 0.04% | -25.0% |
| Q1 2017 | $406,000 | -18.8% | 3,296 | -19.2% | 0.06% | -26.8% |
| Q4 2016 | $500,000 | -28.2% | 4,080 | -25.9% | 0.08% | -33.3% |
| Q3 2016 | $696,000 | +88.6% | 5,503 | +89.8% | 0.12% | +70.8% |
| Q2 2016 | $369,000 | +2.2% | 2,900 | +1.3% | 0.07% | -4.0% |
| Q1 2016 | $361,000 | +4.9% | 2,863 | +2.0% | 0.08% | +1.4% |
| Q4 2015 | $344,000 | +69.5% | 2,806 | +72.3% | 0.07% | +68.2% |
| Q3 2015 | $203,000 | +48.2% | 1,629 | +45.8% | 0.04% | +63.0% |
| Q2 2015 | $137,000 | -13.8% | 1,117 | -13.0% | 0.03% | -18.2% |
| Q1 2015 | $159,000 | -0.6% | 1,284 | -2.0% | 0.03% | -10.8% |
| Q4 2014 | $160,000 | +1042.9% | 1,310 | +1019.7% | 0.04% | +1133.3% |
| Q3 2014 | $14,000 | -98.4% | 117 | -98.4% | 0.00% | -98.7% |
| Q2 2014 | $887,000 | +2.7% | 7,286 | +1.8% | 0.22% | -5.1% |
| Q1 2014 | $864,000 | -35.9% | 7,158 | -36.2% | 0.24% | -47.8% |
| Q4 2013 | $1,347,000 | +181.8% | 11,224 | +184.9% | 0.45% | +156.5% |
| Q3 2013 | $478,000 | +4.4% | 3,939 | +3.8% | 0.18% | -3.8% |
| Q2 2013 | $458,000 | – | 3,794 | – | 0.18% | – |
Download | ||||||
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% |