ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $614,000 | -78.7% | 5,027 | -78.6% | 0.06% | -70.3% |
| Q4 2016 | $2,877,000 | -4.4% | 23,483 | -1.3% | 0.22% | +6.8% |
| Q3 2016 | $3,010,000 | -25.0% | 23,783 | -24.5% | 0.20% | -15.3% |
| Q2 2016 | $4,014,000 | +16.7% | 31,517 | +15.4% | 0.24% | +15.2% |
| Q1 2016 | $3,440,000 | -59.3% | 27,312 | -59.9% | 0.21% | -84.0% |
| Q1 2015 | $8,458,000 | +33.2% | 68,120 | +31.2% | 1.32% | +80.3% |
| Q4 2014 | $6,351,000 | +166.6% | 51,924 | +165.5% | 0.73% | +67.4% |
| Q2 2014 | $2,382,000 | +598.5% | 19,560 | +587.5% | 0.44% | +2806.7% |
| Q4 2013 | $341,000 | -96.2% | 2,845 | -96.2% | 0.02% | -95.5% |
| Q2 2013 | $9,090,000 | – | 75,285 | – | 0.33% | – |
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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% |