ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 373 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 | $499,036 | -1.8% | 4,410 | 0.0% | 0.13% | -1.5% |
| Q2 2023 | $508,297 | -2.0% | 4,410 | 0.0% | 0.13% | -2.2% |
| Q1 2023 | $518,837 | +2.4% | 4,410 | 0.0% | 0.13% | 0.0% |
| Q4 2022 | $506,665 | +0.5% | 4,410 | 0.0% | 0.13% | -0.7% |
| Q3 2022 | $504,000 | -4.2% | 4,410 | 0.0% | 0.14% | +4.7% |
| Q2 2022 | $526,000 | -2.2% | 4,410 | 0.0% | 0.13% | +4.9% |
| Q1 2022 | $538,000 | -5.1% | 4,410 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $567,000 | -1.2% | 4,410 | 0.0% | 0.12% | -8.1% |
| Q3 2021 | $574,000 | -0.3% | 4,410 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $576,000 | +0.5% | 4,410 | 0.0% | 0.14% | -3.6% |
| Q1 2021 | $573,000 | +18.1% | 4,410 | +20.8% | 0.14% | +2.9% |
| Q4 2020 | $485,000 | +25.3% | 3,650 | +25.9% | 0.14% | +4.6% |
| Q3 2020 | $387,000 | -0.3% | 2,900 | 0.0% | 0.13% | -7.1% |
| Q2 2020 | $388,000 | +0.3% | 2,900 | 0.0% | 0.14% | -17.6% |
| Q1 2020 | $387,000 | +6.0% | 2,900 | 0.0% | 0.17% | +25.9% |
| Q4 2019 | $365,000 | -0.8% | 2,900 | 0.0% | 0.14% | -2.9% |
| Q3 2019 | $368,000 | +0.8% | 2,900 | 0.0% | 0.14% | +2.2% |
| Q2 2019 | $365,000 | +128.1% | 2,900 | +123.1% | 0.14% | +119.4% |
| Q1 2019 | $160,000 | 0.0% | 1,300 | -1.3% | 0.06% | -17.3% |
| Q4 2018 | $160,000 | +1.9% | 1,317 | 0.0% | 0.08% | +23.0% |
| Q3 2018 | $157,000 | -0.6% | 1,317 | 0.0% | 0.06% | -7.6% |
| Q2 2018 | $158,000 | -1.2% | 1,317 | +1.3% | 0.07% | -13.2% |
| Q2 2015 | $160,000 | – | 1,300 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 309,172 | $36,213,316 | 19.46% |
| Tanglewood Wealth Management, Inc. | 1,203,211 | $140,932,063 | 17.25% |
| Strategic Point Investment Advisors, LLC | 375,589 | $43,992,739 | 8.50% |
| DDFG, Inc | 207,321 | $24,283,537 | 8.22% |
| Gould Capital, LLC | 93,625 | $10,966,296 | 8.02% |
| Parkside Advisors LLC | 233,146 | $27,308,340 | 7.56% |
| Johnson Financial Group, Inc. | 1,179,767 | $138,186,067 | 7.56% |
| Bond & Devick Financial Network, Inc. | 108,179 | $12,671,006 | 7.21% |
| SNS Financial Group, LLC | 471,115 | $55,181,727 | 6.54% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 438,951 | $51,414,353 | 6.03% |