ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 161 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,398 | +5.0% | 1,170 | +6.3% | 0.02% | +14.3% |
| Q2 2023 | $126,142 | -2.6% | 1,101 | -0.4% | 0.01% | -12.5% |
| Q1 2023 | $129,540 | +2.0% | 1,105 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $126,953 | -40.7% | 1,105 | -41.0% | 0.02% | -51.4% |
| Q3 2022 | $214,000 | -35.9% | 1,873 | -33.0% | 0.04% | -30.0% |
| Q2 2022 | $334,000 | -1.8% | 2,796 | +0.3% | 0.05% | +13.6% |
| Q1 2022 | $340,000 | +51.1% | 2,788 | +59.1% | 0.04% | +51.7% |
| Q4 2021 | $225,000 | +7.7% | 1,752 | +9.4% | 0.03% | +3.6% |
| Q3 2021 | $209,000 | +0.5% | 1,602 | +0.7% | 0.03% | -3.4% |
| Q2 2021 | $208,000 | +1.0% | 1,591 | +0.1% | 0.03% | -3.3% |
| Q1 2021 | $206,000 | -44.5% | 1,589 | -43.0% | 0.03% | -49.2% |
| Q4 2020 | $371,000 | +3.6% | 2,788 | +4.1% | 0.06% | +13.5% |
| Q3 2020 | $358,000 | -0.3% | 2,679 | -0.4% | 0.05% | +15.6% |
| Q2 2020 | $359,000 | -71.3% | 2,689 | -73.6% | 0.04% | -86.2% |
| Q2 2015 | $1,252,000 | +6489.5% | 10,190 | +6390.4% | 0.32% | +5316.7% |
| Q3 2014 | $19,000 | -96.5% | 157 | -96.5% | 0.01% | -96.8% |
| Q2 2014 | $540,000 | – | 4,434 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |