ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 350 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,105,000 | -10.2% | 62,400 | -8.0% | 1.19% | -12.5% |
| Q4 2020 | $9,023,000 | -2.8% | 67,850 | -2.4% | 1.36% | -5.8% |
| Q3 2020 | $9,284,000 | -7.8% | 69,495 | -7.7% | 1.44% | -10.4% |
| Q2 2020 | $10,068,000 | -4.8% | 75,320 | -5.0% | 1.61% | -7.6% |
| Q1 2020 | $10,577,000 | +14.1% | 79,325 | +7.6% | 1.74% | +27.7% |
| Q4 2019 | $9,274,000 | +0.5% | 73,750 | +1.4% | 1.36% | -3.7% |
| Q3 2019 | $9,225,000 | +215.5% | 72,750 | +212.9% | 1.42% | +209.8% |
| Q2 2019 | $2,924,000 | -65.2% | 23,250 | -65.9% | 0.46% | -68.3% |
| Q1 2019 | $8,408,000 | +197.2% | 68,250 | +192.9% | 1.44% | +151.9% |
| Q4 2018 | $2,829,000 | -44.2% | 23,300 | -41.5% | 0.57% | -71.7% |
| Q2 2016 | $5,072,000 | +20.3% | 39,830 | +19.0% | 2.02% | +8.7% |
| Q1 2016 | $4,217,000 | – | 33,480 | – | 1.86% | – |
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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% |