ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,000 | -99.9% | 2,228 | -90.1% | 0.00% | -100.0% |
| Q2 2020 | $2,740,000 | -45.4% | 22,600 | -44.6% | 0.18% | -29.8% |
| Q1 2020 | $5,015,000 | +27761.1% | 40,800 | -3.8% | 0.26% | +25700.0% |
| Q4 2019 | $18,000 | -51.4% | 42,400 | +2394.1% | 0.00% | 0.0% |
| Q3 2017 | $37,000 | -2.6% | 1,700 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $38,000 | +26.7% | 1,700 | +588.3% | 0.00% | +100.0% |
| Q1 2017 | $30,000 | +500.0% | 247 | -88.2% | 0.00% | – |
| Q4 2016 | $5,000 | – | 2,100 | +2000.0% | 0.00% | – |
| Q3 2016 | $0 | – | 100 | – | 0.00% | – |
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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% |