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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $30,000 | +42.9% | 239 | +45.7% | 0.00% | +33.3% |
| Q2 2021 | $21,000 | 0.0% | 164 | 0.0% | 0.00% | -40.0% |
| Q1 2021 | $21,000 | -4.5% | 164 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $22,000 | 0.0% | 164 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $22,000 | 0.0% | 164 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $22,000 | -95.7% | 164 | -96.1% | 0.01% | -97.1% |
| Q4 2018 | $511,000 | +1.0% | 4,196 | -1.1% | 0.21% | +10.5% |
| Q3 2018 | $506,000 | -3.3% | 4,243 | -2.8% | 0.19% | +6.1% |
| Q2 2018 | $523,000 | +2.8% | 4,365 | +3.6% | 0.18% | -29.0% |
| Q1 2018 | $509,000 | +878.8% | 4,212 | +879.5% | 0.25% | +1100.0% |
| Q4 2017 | $52,000 | – | 430 | – | 0.02% | – |
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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% |