SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 161 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,745
-42.9%
201
-41.9%
0.00%0.0%
Q2 2023$39,842
-64.1%
346
-63.3%
0.00%
-66.7%
Q1 2023$111,072
+43.9%
944
+40.5%
0.00%
+50.0%
Q4 2022$77,196
+1.6%
672
+0.6%
0.00%
-33.3%
Q3 2022$76,000
-63.6%
668
-61.9%
0.00%
-57.1%
Q2 2022$209,000
+80.2%
1,753
+85.1%
0.01%
+133.3%
Q1 2022$116,000
-4.9%
947
+0.1%
0.00%
-25.0%
Q4 2021$122,000
-0.8%
946
+0.2%
0.00%0.0%
Q3 2021$123,000
+44.7%
944
+44.6%
0.00%
+33.3%
Q2 2021$85,000
+129.7%
653
+130.7%
0.00%
+50.0%
Q1 2021$37,000
-11.9%
283
-9.6%
0.00%0.0%
Q4 2020$42,000
-72.2%
313
-72.4%
0.00%
-75.0%
Q3 2020$151,000
-49.3%
1,133
-49.1%
0.01%
-55.6%
Q2 2020$298,000
-11.8%
2,228
-12.1%
0.02%
-37.9%
Q1 2020$338,000
+109.9%
2,534
+98.1%
0.03%
+141.7%
Q4 2019$161,000
+17.5%
1,279
+18.6%
0.01%
+9.1%
Q3 2019$137,000
+878.6%
1,078
+829.3%
0.01%
+120.0%
Q2 2014$14,0000.0%1160.0%0.01%
-16.7%
Q1 2014$14,0000.0%1160.0%0.01%
+20.0%
Q4 2013$14,0000.0%1160.0%0.01%
-16.7%
Q3 2013$14,0000.0%1160.0%0.01%
-14.3%
Q2 2013$14,0001160.01%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders