ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $5,765,000 | -91.1% | 47 | -91.0% | 0.79% | +15780.0% |
| Q4 2014 | $64,414,000 | +19070.8% | 522 | -81.3% | 0.01% | -82.8% |
| Q1 2014 | $336,000 | -96.2% | 2,798 | -96.2% | 0.03% | -96.3% |
| Q4 2013 | $8,825,000 | +6.0% | 73,558 | +6.9% | 0.79% | -2.6% |
| Q3 2013 | $8,326,000 | +2187.4% | 68,821 | +2176.6% | 0.81% | +1695.6% |
| Q2 2013 | $364,000 | – | 3,023 | – | 0.04% | – |
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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% |