ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,559,504 | -17.4% | 473,308 | -15.9% | 7.14% | -8.4% |
| Q2 2023 | $64,877,643 | +12696111.9% | 562,881 | +12486.8% | 7.79% | +11529.9% |
| Q4 2022 | $511 | -99.9% | 4,472 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $511,000 | -99.3% | 4,472 | -99.3% | 0.07% | -99.3% |
| Q2 2022 | $72,822,000 | +13.6% | 610,210 | +16.2% | 8.94% | +30.5% |
| Q1 2022 | $64,103,000 | – | 525,220 | – | 6.85% | – |
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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% |