ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $743 | +23.0% | 6,570 | +25.4% | 0.60% | +140.2% |
| Q2 2023 | $604 | -77.0% | 5,238 | -76.6% | 0.25% | -78.7% |
| Q1 2023 | $2,630 | -5.4% | 22,357 | -7.6% | 1.17% | +15.8% |
| Q4 2022 | $2,781 | -99.7% | 24,205 | +243.1% | 1.01% | +128.1% |
| Q2 2022 | $842,000 | -64.2% | 7,054 | -63.4% | 0.44% | -39.3% |
| Q1 2022 | $2,353,000 | -69.6% | 19,279 | -67.9% | 0.73% | -47.4% |
| Q4 2021 | $7,731,000 | +266.2% | 60,082 | +270.5% | 1.38% | +112.9% |
| Q3 2021 | $2,111,000 | -28.5% | 16,215 | -28.3% | 0.65% | +7.1% |
| Q2 2021 | $2,952,000 | -78.7% | 22,612 | -78.3% | 0.61% | -81.8% |
| Q4 2020 | $13,842,000 | +758.7% | 104,089 | +762.5% | 3.34% | +4.5% |
| Q3 2020 | $1,612,000 | +607.0% | 12,068 | +607.0% | 3.19% | +226.7% |
| Q2 2020 | $228,000 | – | 1,707 | – | 0.98% | – |
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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% |