ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,133 | +116.8% | 166 | +121.3% | 0.00% | – |
| Q1 2023 | $8,824 | +2.4% | 75 | 0.0% | 0.00% | – |
| Q4 2022 | $8,617 | -89.5% | 75 | -89.5% | 0.00% | -100.0% |
| Q3 2022 | $82,000 | +1266.7% | 717 | +1278.8% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -86.0% | 52 | -84.0% | 0.00% | – |
| Q4 2020 | $43,000 | -85.9% | 324 | -85.7% | 0.00% | -100.0% |
| Q2 2020 | $304,000 | +128.6% | 2,272 | +127.2% | 0.00% | +100.0% |
| Q1 2020 | $133,000 | – | 1,000 | – | 0.00% | – |
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% |