ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 371 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,435 | -1.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43,222 | +440.3% | 375 | +451.5% | 0.00% | – |
| Q1 2023 | $8,000 | +99900.0% | 68 | 0.0% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 68 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -27.3% | 68 | -20.9% | 0.00% | – |
| Q4 2021 | $11,000 | +22.2% | 86 | +26.5% | 0.00% | – |
| Q3 2021 | $9,000 | -100.0% | 68 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $21,272,000 | -59.7% | 159,530 | -62.0% | 0.98% | -49.9% |
| Q4 2019 | $52,756,000 | -0.9% | 419,530 | -0.1% | 1.96% | -15.5% |
| Q3 2019 | $53,248,000 | +0.8% | 419,940 | 0.0% | 2.32% | -1.9% |
| Q2 2019 | $52,812,000 | -3.4% | 419,940 | -5.4% | 2.37% | -4.6% |
| Q1 2019 | $54,699,000 | +77.1% | 443,980 | +74.6% | 2.48% | +67.1% |
| Q4 2018 | $30,878,000 | +62916.3% | 254,349 | +61936.3% | 1.48% | +74150.0% |
| Q3 2018 | $49,000 | +2350.0% | 410 | +2177.8% | 0.00% | – |
| Q4 2016 | $2,000 | – | 18 | – | 0.00% | – |
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% |