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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $441,000 | +0.2% | 3,300 | 0.0% | 0.02% | +15.4% |
| Q1 2020 | $440,000 | -19.1% | 3,300 | -23.7% | 0.01% | +8.3% |
| Q4 2019 | $544,000 | -88.0% | 4,324 | -87.9% | 0.01% | -85.5% |
| Q3 2019 | $4,518,000 | +0.8% | 35,652 | 0.0% | 0.08% | -5.7% |
| Q2 2019 | $4,483,000 | -23.4% | 35,652 | -26.5% | 0.09% | -10.2% |
| Q1 2019 | $5,855,000 | +26.2% | 48,539 | +26.8% | 0.10% | +1.0% |
| Q4 2018 | $4,639,000 | +1.8% | 38,279 | 0.0% | 0.10% | -4.0% |
| Q3 2018 | $4,556,000 | -17.3% | 38,279 | -16.6% | 0.10% | -19.2% |
| Q2 2018 | $5,507,000 | -5.8% | 45,882 | -5.5% | 0.12% | -6.7% |
| Q1 2018 | $5,848,000 | -1.3% | 48,539 | 0.0% | 0.13% | +2.3% |
| Q4 2017 | $5,925,000 | -1.3% | 48,539 | 0.0% | 0.13% | -5.8% |
| Q3 2017 | $6,004,000 | -2.0% | 48,539 | -2.1% | 0.14% | -10.3% |
| Q2 2017 | $6,127,000 | +12.2% | 49,586 | +11.6% | 0.16% | +2.6% |
| Q1 2017 | $5,459,000 | +56.8% | 44,436 | +56.2% | 0.15% | +34.8% |
| Q4 2016 | $3,481,000 | +5.2% | 28,454 | +9.0% | 0.11% | -3.4% |
| Q3 2016 | $3,309,000 | +24.9% | 26,111 | +25.4% | 0.12% | +12.6% |
| Q2 2016 | $2,650,000 | +11.4% | 20,830 | +10.0% | 0.10% | 0.0% |
| Q1 2016 | $2,379,000 | – | 18,934 | – | 0.10% | – |
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% |