ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,057,000 | -10.3% | 300,982 | -8.6% | 0.06% | -14.7% |
| Q2 2023 | $37,952,000 | -1.8% | 329,264 | +0.1% | 0.08% | -10.7% |
| Q1 2023 | $38,667,000 | +4.9% | 328,780 | +2.4% | 0.08% | 0.0% |
| Q4 2022 | $36,876,000 | -1.4% | 321,022 | -1.9% | 0.08% | -16.0% |
| Q3 2022 | $37,417,000 | +175.5% | 327,380 | +187.7% | 0.10% | +185.7% |
| Q2 2022 | $13,581,000 | -3.8% | 113,775 | -1.7% | 0.04% | +12.9% |
| Q1 2022 | $14,124,000 | -26.1% | 115,782 | -22.1% | 0.03% | -26.2% |
| Q4 2021 | $19,115,000 | +2.7% | 148,577 | +3.9% | 0.04% | -16.0% |
| Q3 2021 | $18,620,000 | -1.7% | 142,985 | -1.4% | 0.05% | -9.1% |
| Q2 2021 | $18,946,000 | -9.3% | 145,071 | -9.8% | 0.06% | -16.7% |
| Q1 2021 | $20,897,000 | -5.3% | 160,910 | -3.0% | 0.07% | -28.3% |
| Q4 2020 | $22,057,000 | +43.2% | 165,817 | +43.9% | 0.09% | +24.3% |
| Q3 2020 | $15,401,000 | +3.1% | 115,256 | +3.1% | 0.07% | -9.8% |
| Q2 2020 | $14,941,000 | +22.7% | 111,758 | +22.5% | 0.08% | +3.8% |
| Q1 2020 | $12,175,000 | +293.6% | 91,261 | +272.5% | 0.08% | +338.9% |
| Q4 2019 | $3,093,000 | -28.2% | 24,502 | -27.7% | 0.02% | -21.7% |
| Q3 2019 | $4,305,000 | +30.5% | 33,909 | +30.1% | 0.02% | +15.0% |
| Q2 2019 | $3,298,000 | -31.7% | 26,062 | -33.6% | 0.02% | -37.5% |
| Q1 2019 | $4,826,000 | -55.0% | 39,224 | -55.6% | 0.03% | -61.0% |
| Q4 2018 | $10,728,000 | +804.6% | 88,402 | +787.5% | 0.08% | +811.1% |
| Q3 2018 | $1,186,000 | +134.9% | 9,961 | +134.5% | 0.01% | +125.0% |
| Q2 2018 | $505,000 | +44.3% | 4,247 | +44.7% | 0.00% | +33.3% |
| Q1 2018 | $350,000 | +55.6% | 2,935 | +57.0% | 0.00% | +50.0% |
| Q4 2017 | $225,000 | 0.0% | 1,869 | +2.6% | 0.00% | 0.0% |
| Q3 2017 | $225,000 | -15.7% | 1,822 | -16.1% | 0.00% | 0.0% |
| Q2 2017 | $267,000 | -43.9% | 2,172 | -44.6% | 0.00% | -83.3% |
| Q3 2013 | $476,000 | -52.1% | 3,923 | -52.3% | 0.01% | -55.6% |
| Q2 2013 | $993,000 | – | 8,227 | – | 0.03% | – |
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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% |