ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | -99.5% | 15 | -99.5% | 0.00% | -100.0% |
| Q4 2019 | $412,000 | -1.0% | 3,278 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $416,000 | -8.4% | 3,278 | -9.2% | 0.06% | 0.0% |
| Q2 2019 | $454,000 | +2.0% | 3,612 | 0.0% | 0.06% | +1.7% |
| Q1 2019 | $445,000 | 0.0% | 3,612 | -1.5% | 0.06% | -11.8% |
| Q4 2018 | $445,000 | +1.8% | 3,667 | 0.0% | 0.07% | +17.2% |
| Q3 2018 | $437,000 | -0.7% | 3,667 | 0.0% | 0.06% | -13.4% |
| Q2 2018 | $440,000 | -0.5% | 3,667 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $442,000 | +3.5% | 3,667 | +5.0% | 0.07% | +6.3% |
| Q4 2017 | $427,000 | +7.0% | 3,492 | +8.1% | 0.06% | -10.0% |
| Q3 2017 | $399,000 | -38.0% | 3,229 | -38.0% | 0.07% | -34.0% |
| Q2 2017 | $644,000 | +77.4% | 5,210 | +76.5% | 0.11% | +58.2% |
| Q1 2017 | $363,000 | – | 2,952 | – | 0.07% | – |
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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% |