ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $37,000 | -43.1% | 288 | -43.0% | 0.00% | -50.0% |
| Q3 2021 | $65,000 | -90.2% | 505 | -90.0% | 0.00% | -89.2% |
| Q2 2021 | $661,000 | -1.5% | 5,070 | -2.0% | 0.04% | -9.8% |
| Q1 2021 | $671,000 | -42.7% | 5,172 | -41.3% | 0.04% | -47.4% |
| Q4 2020 | $1,172,000 | -20.7% | 8,816 | -20.3% | 0.08% | -31.6% |
| Q3 2020 | $1,478,000 | +3.9% | 11,067 | +4.0% | 0.11% | -4.2% |
| Q2 2020 | $1,422,000 | +60.0% | 10,641 | +59.6% | 0.12% | +36.8% |
| Q1 2020 | $889,000 | +21.3% | 6,667 | +14.4% | 0.09% | +50.0% |
| Q4 2019 | $733,000 | -93.9% | 5,830 | -93.9% | 0.06% | -94.5% |
| Q3 2019 | $12,114,000 | -45.0% | 95,543 | -45.4% | 1.06% | -44.8% |
| Q2 2019 | $22,026,000 | +1744.7% | 175,147 | +1706.6% | 1.92% | +1612.5% |
| Q1 2019 | $1,194,000 | +3751.6% | 9,695 | +3657.8% | 0.11% | +3633.3% |
| Q4 2018 | $31,000 | +40.9% | 258 | +39.5% | 0.00% | +50.0% |
| Q3 2018 | $22,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +83.3% | 185 | +72.9% | 0.00% | +100.0% |
| Q1 2018 | $12,000 | -7.7% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $13,000 | -18.8% | 107 | -19.5% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | +23.1% | 133 | +24.3% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | +116.7% | 107 | +101.9% | 0.00% | +100.0% |
| Q4 2015 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -14.3% | 53 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $7,000 | – | 53 | – | 0.00% | – |
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% |