ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
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. | 1,752,238 | $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% |