ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,900 | +311.2% | 200,000 | -14.0% | 0.00% | -99.5% |
| Q1 2023 | $3,867 | -93.9% | 232,571 | +1344.5% | 0.60% | +30100.0% |
| Q2 2021 | $63,000 | -96.5% | 16,100 | -84.4% | 0.00% | -98.0% |
| Q1 2021 | $1,823,000 | -0.8% | 103,470 | -30.6% | 0.10% | +84.9% |
| Q4 2020 | $1,837,000 | +529.1% | 149,070 | +56.8% | 0.05% | +278.6% |
| Q3 2020 | $292,000 | +668.4% | 95,100 | +220.2% | 0.01% | +600.0% |
| Q2 2020 | $38,000 | +216.7% | 29,700 | -47.6% | 0.00% | +100.0% |
| Q1 2020 | $12,000 | – | 56,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |