ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $707,000 | +13.3% | 6,155 | +12.6% | 0.21% | +6.7% |
| Q3 2022 | $624,000 | -6.4% | 5,464 | -2.2% | 0.19% | +1.6% |
| Q2 2022 | $667,000 | -96.8% | 5,587 | -96.7% | 0.19% | -90.4% |
| Q1 2019 | $20,740,000 | -3.6% | 168,387 | -4.9% | 1.99% | -11.6% |
| Q4 2018 | $21,508,000 | +98.5% | 177,111 | +94.6% | 2.25% | +117.3% |
| Q3 2018 | $10,837,000 | -0.8% | 91,005 | 0.0% | 1.03% | -4.0% |
| Q2 2018 | $10,919,000 | +21.5% | 91,005 | +22.1% | 1.08% | +19.7% |
| Q1 2018 | $8,987,000 | -42.5% | 74,515 | -41.8% | 0.90% | -42.6% |
| Q4 2017 | $15,642,000 | +6.8% | 128,043 | +7.9% | 1.57% | -0.5% |
| Q3 2017 | $14,648,000 | +25.3% | 118,628 | +24.8% | 1.58% | +12.3% |
| Q1 2017 | $11,691,000 | -0.1% | 95,025 | -0.5% | 1.40% | -6.0% |
| Q4 2016 | $11,698,000 | -67.1% | 95,507 | -65.8% | 1.49% | -68.3% |
| Q2 2016 | $35,603,000 | -17.5% | 279,569 | -18.4% | 4.71% | -16.1% |
| Q1 2016 | $43,143,000 | +287.1% | 342,538 | +283.0% | 5.61% | +265.0% |
| Q3 2015 | $11,146,000 | -44.2% | 89,444 | -44.9% | 1.54% | -43.9% |
| Q2 2015 | $19,964,000 | -23.7% | 162,398 | -22.9% | 2.74% | -21.6% |
| Q1 2015 | $26,157,000 | +80.2% | 210,658 | +77.4% | 3.50% | +73.7% |
| Q4 2014 | $14,514,000 | -3.5% | 118,741 | -4.3% | 2.01% | -2.5% |
| Q3 2014 | $15,043,000 | -33.8% | 124,021 | -34.2% | 2.07% | -22.9% |
| Q1 2014 | $22,740,000 | – | 188,400 | – | 2.68% | – |
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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% |