ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 193 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,654,000 | -64.1% | 13,444 | -64.2% | 0.05% | -59.3% |
| Q4 2016 | $4,601,000 | -76.0% | 37,555 | -75.2% | 0.11% | -75.2% |
| Q3 2016 | $19,182,000 | +79.3% | 151,591 | +80.5% | 0.46% | +105.4% |
| Q2 2016 | $10,698,000 | +71.8% | 84,007 | +69.9% | 0.22% | +26.1% |
| Q1 2016 | $6,227,000 | +0.2% | 49,441 | -2.4% | 0.18% | +66.0% |
| Q4 2015 | $6,212,000 | -45.7% | 50,665 | -44.7% | 0.11% | -43.3% |
| Q3 2015 | $11,430,000 | +112.4% | 91,696 | +111.6% | 0.19% | +71.6% |
| Q1 2015 | $5,382,000 | +523.6% | 43,343 | +514.1% | 0.11% | +678.6% |
| Q4 2014 | $863,000 | -84.9% | 7,058 | -85.0% | 0.01% | -87.4% |
| Q3 2014 | $5,727,000 | +7.1% | 47,207 | +7.5% | 0.11% | +33.7% |
| Q2 2014 | $5,349,000 | +33.1% | 43,917 | +31.9% | 0.08% | +66.0% |
| Q1 2014 | $4,019,000 | +168.5% | 33,298 | +167.0% | 0.05% | +194.1% |
| Q4 2013 | $1,497,000 | -44.7% | 12,473 | -44.1% | 0.02% | -50.0% |
| Q3 2013 | $2,705,000 | – | 22,294 | – | 0.03% | – |
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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% |