ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,602,910 | -4.7% | 76,028 | -3.0% | 0.02% | 0.0% |
| Q2 2023 | $9,030,301 | +34.4% | 78,348 | +37.2% | 0.02% | +18.8% |
| Q1 2023 | $6,717,642 | -3.2% | 57,108 | -5.5% | 0.02% | -11.1% |
| Q4 2022 | $6,941,866 | +3.2% | 60,418 | +2.7% | 0.02% | 0.0% |
| Q3 2022 | $6,726,000 | -5.3% | 58,858 | -1.1% | 0.02% | 0.0% |
| Q2 2022 | $7,101,000 | -33.9% | 59,500 | -32.4% | 0.02% | +63.6% |
| Q1 2022 | $10,740,000 | +68.6% | 88,000 | +77.8% | 0.01% | -21.4% |
| Q4 2021 | $6,369,000 | +48.3% | 49,500 | +50.0% | 0.01% | +27.3% |
| Q3 2021 | $4,296,000 | +181.3% | 33,000 | +182.1% | 0.01% | +175.0% |
| Q2 2021 | $1,527,000 | -72.0% | 11,700 | -72.1% | 0.00% | -78.9% |
| Q1 2021 | $5,455,000 | +515.7% | 42,000 | +484.1% | 0.02% | +216.7% |
| Q1 2019 | $886,000 | -20.2% | 7,190 | -21.3% | 0.01% | -40.0% |
| Q4 2018 | $1,110,000 | +366.4% | 9,140 | +376.0% | 0.01% | +25.0% |
| Q1 2015 | $238,000 | -33.3% | 1,920 | -34.2% | 0.01% | -38.5% |
| Q4 2014 | $357,000 | – | 2,920 | – | 0.01% | – |
Download | ||||||
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% |