ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 274 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,083,000 | -11.6% | 38,027 | -11.8% | 1.88% | -12.4% |
| Q1 2020 | $5,749,000 | -24.3% | 43,116 | -28.1% | 2.15% | +88.8% |
| Q3 2019 | $7,599,000 | -1.7% | 59,930 | -2.5% | 1.14% | -4.1% |
| Q2 2019 | $7,731,000 | +12.7% | 61,478 | +10.4% | 1.19% | +11.9% |
| Q1 2019 | $6,859,000 | +1.2% | 55,677 | -0.3% | 1.06% | -7.7% |
| Q4 2018 | $6,781,000 | +3083.6% | 55,855 | +3132.3% | 1.15% | +1497.2% |
| Q1 2017 | $213,000 | -91.6% | 1,728 | -91.4% | 0.07% | -93.8% |
| Q1 2016 | $2,524,000 | +2.1% | 20,041 | -0.6% | 1.17% | +17.9% |
| Q4 2015 | $2,473,000 | -57.2% | 20,172 | -56.4% | 0.99% | -55.4% |
| Q3 2015 | $5,774,000 | +288600.0% | 46,318 | +231490.0% | 2.22% | +222100.0% |
| Q2 2015 | $2,000 | -99.3% | 20 | -99.1% | 0.00% | -96.9% |
| Q1 2015 | $283,000 | -11.6% | 2,280 | -12.8% | 0.03% | -71.9% |
| Q4 2014 | $320,000 | – | 2,614 | – | 0.11% | – |
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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% |