ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 313 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,000 | +33.3% | 35 | +52.2% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | +200.0% | 23 | +187.5% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 8 | -38.5% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -100.0% | 13 | -99.9% | 0.00% | -100.0% |
| Q1 2019 | $2,646,000 | -74.0% | 21,477 | -82.9% | 0.82% | -75.9% |
| Q4 2018 | $10,172,000 | +107.8% | 125,430 | +121.5% | 3.42% | +135.3% |
| Q3 2018 | $4,894,000 | – | 56,623 | – | 1.46% | – |
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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% |