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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,434 | -14.9% | 39,182 | -13.3% | 1.05% | -13.2% |
Q2 2023 | $5,211 | -1.6% | 45,213 | +0.5% | 1.21% | -6.3% |
Q1 2023 | $5,294 | – | 44,999 | – | 1.29% | – |
Q3 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2022 | $3,967,000 | +47.2% | 33,242 | +50.5% | 1.17% | +48.9% |
Q1 2022 | $2,695,000 | – | 22,084 | – | 0.78% | – |
Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2020 | $44,000 | +4.8% | 332 | +0.3% | 0.05% | -46.5% |
Q4 2019 | $42,000 | -54.3% | 331 | -54.6% | 0.09% | -56.8% |
Q3 2019 | $92,000 | +1.1% | 729 | +0.6% | 0.20% | -9.5% |
Q2 2019 | $91,000 | – | 725 | – | 0.22% | – |
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% |