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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,752,238 | $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% |