ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,988 | -99.9% | 34,602 | +10.8% | 0.00% | -25.0% |
| Q2 2022 | $3,726,000 | +39.2% | 31,224 | +42.4% | 0.00% | +100.0% |
| Q1 2022 | $2,676,000 | +848.9% | 21,933 | +912.1% | 0.00% | – |
| Q3 2021 | $282,000 | -15.8% | 2,167 | -15.6% | 0.00% | – |
| Q2 2021 | $335,000 | -67.2% | 2,567 | -66.5% | 0.00% | -100.0% |
| Q1 2020 | $1,022,000 | -53.9% | 7,671 | -56.5% | 0.00% | -60.0% |
| Q4 2019 | $2,218,000 | +18.7% | 17,642 | +19.7% | 0.01% | 0.0% |
| Q3 2019 | $1,868,000 | +1382.5% | 14,735 | +1333.4% | 0.01% | – |
| Q1 2019 | $126,000 | – | 1,028 | +51300.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 2 | -99.6% | 0.00% | -100.0% |
| Q4 2017 | $59,000 | +20.4% | 487 | +20.5% | 0.00% | +50.0% |
| Q3 2017 | $49,000 | +48.5% | 404 | +46.9% | 0.00% | 0.0% |
| Q4 2016 | $33,000 | 0.0% | 275 | +2.6% | 0.00% | -33.3% |
| Q1 2016 | $33,000 | -70.3% | 268 | -70.1% | 0.00% | -62.5% |
| Q3 2015 | $111,000 | – | 895 | – | 0.01% | – |
Download | ||||||
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% |