ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $57,000 | -97.3% | 436 | -97.3% | 0.01% | -96.5% |
| Q4 2020 | $2,126,000 | -24.3% | 15,989 | -24.0% | 0.32% | -29.6% |
| Q3 2020 | $2,810,000 | +16.3% | 21,048 | +16.4% | 0.45% | -7.6% |
| Q2 2020 | $2,416,000 | +3.7% | 18,075 | +3.4% | 0.49% | -5.2% |
| Q1 2020 | $2,330,000 | -39.1% | 17,485 | -42.5% | 0.52% | -52.7% |
| Q4 2019 | $3,825,000 | -56.3% | 30,421 | -55.9% | 1.09% | -81.3% |
| Q3 2019 | $8,750,000 | +14.4% | 69,006 | +13.5% | 5.84% | +5.5% |
| Q2 2019 | $7,646,000 | +298.0% | 60,798 | +287.7% | 5.53% | +164.3% |
| Q1 2019 | $1,921,000 | – | 15,681 | – | 2.09% | – |
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% |