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 2022 | $184,000 | -8.5% | 1,611 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -3.8% | 1,684 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -0.9% | 1,713 | +4.6% | 0.00% | +100.0% |
| Q4 2021 | $211,000 | +17.2% | 1,638 | +21.4% | 0.00% | 0.0% |
| Q3 2021 | $180,000 | -10.0% | 1,349 | -11.8% | 0.00% | 0.0% |
| Q2 2021 | $200,000 | +8.7% | 1,529 | +10.6% | 0.00% | 0.0% |
| Q1 2021 | $184,000 | 0.0% | 1,382 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $184,000 | +2.2% | 1,382 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $180,000 | +14.6% | 1,349 | +15.2% | 0.00% | 0.0% |
| Q2 2020 | $157,000 | +9.8% | 1,171 | +9.1% | 0.00% | 0.0% |
| Q1 2020 | $143,000 | -20.6% | 1,073 | -25.1% | 0.00% | 0.0% |
| Q4 2019 | $180,000 | -9.1% | 1,432 | -8.3% | 0.00% | -50.0% |
| Q3 2019 | $198,000 | +3.1% | 1,561 | +2.1% | 0.00% | 0.0% |
| Q2 2019 | $192,000 | +2.1% | 1,529 | +0.3% | 0.00% | 0.0% |
| Q1 2019 | $188,000 | 0.0% | 1,525 | -1.3% | 0.00% | 0.0% |
| Q4 2018 | $188,000 | +4.4% | 1,545 | +2.0% | 0.00% | +100.0% |
| Q3 2018 | $180,000 | -18.9% | 1,514 | -18.1% | 0.00% | -50.0% |
| Q2 2018 | $222,000 | +13.3% | 1,848 | +13.7% | 0.00% | 0.0% |
| Q1 2018 | $196,000 | -4.9% | 1,626 | -3.6% | 0.00% | 0.0% |
| Q4 2017 | $206,000 | 0.0% | 1,686 | +1.0% | 0.00% | -33.3% |
| Q3 2017 | $206,000 | +0.5% | 1,670 | +0.7% | 0.00% | 0.0% |
| Q2 2017 | $205,000 | -89.9% | 1,659 | -90.0% | 0.00% | -90.0% |
| Q1 2017 | $2,032,000 | +16.6% | 16,514 | +16.1% | 0.03% | +3.4% |
| Q4 2016 | $1,742,000 | +3.1% | 14,220 | +6.5% | 0.03% | 0.0% |
| Q3 2016 | $1,689,000 | -4.3% | 13,346 | -3.6% | 0.03% | -12.1% |
| Q2 2016 | $1,764,000 | -8.4% | 13,851 | -9.4% | 0.03% | -13.2% |
| Q1 2016 | $1,926,000 | +8.8% | 15,289 | +5.8% | 0.04% | +2.7% |
| Q4 2015 | $1,771,000 | -3.1% | 14,445 | -1.4% | 0.04% | -5.1% |
| Q3 2015 | $1,827,000 | +2.7% | 14,654 | +1.3% | 0.04% | +8.3% |
| Q2 2015 | $1,779,000 | -3.8% | 14,467 | -2.9% | 0.04% | -10.0% |
| Q1 2015 | $1,850,000 | +15.0% | 14,896 | +13.3% | 0.04% | +8.1% |
| Q4 2014 | $1,609,000 | -0.4% | 13,151 | -1.3% | 0.04% | -5.1% |
| Q3 2014 | $1,616,000 | +9.0% | 13,320 | +9.4% | 0.04% | +2.6% |
| Q2 2014 | $1,482,000 | +6.3% | 12,170 | +5.4% | 0.04% | -2.6% |
| Q1 2014 | $1,394,000 | +0.4% | 11,550 | -0.1% | 0.04% | -7.1% |
| Q4 2013 | $1,388,000 | -9.8% | 11,567 | -8.8% | 0.04% | -19.2% |
| Q3 2013 | $1,538,000 | +4.6% | 12,678 | +4.2% | 0.05% | -5.5% |
| Q2 2013 | $1,470,000 | – | 12,171 | – | 0.06% | – |
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% |