ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $518,670 | -2.0% | 4,500 | 0.0% | 0.42% | +14.6% |
| Q1 2023 | $529,425 | +2.4% | 4,500 | 0.0% | 0.37% | -39.0% |
| Q4 2022 | $517,005 | -99.9% | 4,500 | 0.0% | 0.60% | -8.3% |
| Q3 2022 | $514,260,000 | +95665.4% | 4,500 | 0.0% | 0.66% | +78.4% |
| Q2 2022 | $537,000 | -2.2% | 4,500 | 0.0% | 0.37% | +20.1% |
| Q1 2022 | $549,000 | -4.4% | 4,500 | +4.2% | 0.31% | -14.2% |
| Q4 2020 | $574,000 | -16.1% | 4,320 | -15.6% | 0.36% | -19.9% |
| Q3 2020 | $684,000 | 0.0% | 5,120 | 0.0% | 0.45% | -2.8% |
| Q2 2020 | $684,000 | -30.8% | 5,120 | -31.0% | 0.46% | -16.5% |
| Q1 2020 | $989,000 | -25.9% | 7,420 | -30.1% | 0.55% | +9.5% |
| Q4 2019 | $1,334,000 | -0.8% | 10,610 | 0.0% | 0.50% | -14.7% |
| Q3 2019 | $1,345,000 | +0.8% | 10,610 | 0.0% | 0.59% | +0.9% |
| Q2 2019 | $1,334,000 | +6.0% | 10,610 | +3.9% | 0.59% | +6.2% |
| Q1 2019 | $1,258,000 | +9.6% | 10,210 | +7.9% | 0.55% | +20.3% |
| Q4 2018 | $1,148,000 | +2.0% | 9,460 | 0.0% | 0.46% | +30.8% |
| Q3 2018 | $1,126,000 | +4.3% | 9,460 | +5.1% | 0.35% | -4.9% |
| Q2 2018 | $1,080,000 | – | 9,000 | – | 0.37% | – |
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% |