ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,671 | -1.8% | 545 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $62,815 | -26.4% | 545 | -24.8% | 0.02% | -30.8% |
| Q1 2023 | $85,295 | +2.4% | 725 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $83,294 | +0.4% | 725 | 0.0% | 0.03% | -15.6% |
| Q3 2022 | $83,000 | -4.6% | 725 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $87,000 | -1.1% | 725 | 0.0% | 0.03% | +18.5% |
| Q1 2022 | $88,000 | -5.4% | 725 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $93,000 | -17.0% | 725 | -16.1% | 0.03% | -22.9% |
| Q3 2021 | $112,000 | -0.9% | 864 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $113,000 | +0.9% | 864 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $112,000 | -2.6% | 864 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $115,000 | 0.0% | 864 | 0.0% | 0.04% | -15.2% |
| Q3 2020 | $115,000 | 0.0% | 864 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $115,000 | 0.0% | 864 | 0.0% | 0.05% | -20.3% |
| Q1 2020 | $115,000 | +5.5% | 864 | 0.0% | 0.06% | +31.1% |
| Q4 2019 | $109,000 | -0.9% | 864 | 0.0% | 0.04% | -8.2% |
| Q3 2019 | $110,000 | +0.9% | 864 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $109,000 | +2.8% | 864 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $106,000 | +1.0% | 864 | 0.0% | 0.05% | -10.9% |
| Q4 2018 | $105,000 | +1.9% | 864 | 0.0% | 0.06% | +14.6% |
| Q3 2018 | $103,000 | -1.0% | 864 | 0.0% | 0.05% | -5.9% |
| Q2 2018 | $104,000 | 0.0% | 864 | 0.0% | 0.05% | -1.9% |
| Q1 2018 | $104,000 | -1.9% | 864 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $106,000 | -0.9% | 864 | 0.0% | 0.05% | -5.4% |
| Q3 2017 | $107,000 | 0.0% | 864 | 0.0% | 0.06% | -3.4% |
| Q2 2017 | $107,000 | +0.9% | 864 | 0.0% | 0.06% | -6.5% |
| Q1 2017 | $106,000 | 0.0% | 864 | 0.0% | 0.06% | -3.1% |
| Q4 2016 | $106,000 | – | 864 | – | 0.06% | – |
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% |