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 | $5,133 | +271.1% | 45,365 | +285.8% | 0.05% | +200.0% |
| Q1 2023 | $1,383 | -100.0% | 11,759 | -69.6% | 0.02% | -64.6% |
| Q3 2022 | $4,422,000 | +122.3% | 38,699 | +150.2% | 0.05% | +336.4% |
| Q4 2021 | $1,989,000 | +72.5% | 15,465 | +74.9% | 0.01% | 0.0% |
| Q2 2021 | $1,153,000 | -8.3% | 8,840 | -6.5% | 0.01% | -56.0% |
| Q4 2020 | $1,257,000 | +12.3% | 9,459 | +6.3% | 0.02% | -64.8% |
| Q2 2019 | $1,119,000 | +13.3% | 8,902 | +11.0% | 0.07% | -53.6% |
| Q1 2019 | $988,000 | – | 8,021 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |