ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,134,000 | +12.7% | 49,666 | +12.8% | 3.09% | +11.9% |
| Q2 2017 | $5,441,000 | +117.4% | 44,033 | +116.5% | 2.76% | +112.1% |
| Q1 2017 | $2,503,000 | +43.1% | 20,341 | +42.5% | 1.30% | +38.8% |
| Q4 2016 | $1,749,000 | +81.2% | 14,276 | +87.2% | 0.94% | +72.6% |
| Q3 2016 | $965,000 | +94.9% | 7,627 | +96.2% | 0.54% | +92.2% |
| Q2 2016 | $495,000 | +8.6% | 3,887 | +7.3% | 0.28% | +7.2% |
| Q1 2016 | $456,000 | +32.2% | 3,623 | +28.9% | 0.26% | +30.7% |
| Q4 2015 | $345,000 | +34.2% | 2,811 | +36.3% | 0.20% | +23.2% |
| Q3 2015 | $257,000 | – | 2,062 | – | 0.16% | – |
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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% |