ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $12,170,000 | -0.8% | 93,695 | +1.6% | 5.46% | -9.0% |
| Q4 2020 | $12,264,000 | -1.2% | 92,227 | -0.8% | 5.99% | -14.0% |
| Q3 2020 | $12,419,000 | +8.2% | 92,964 | +8.3% | 6.97% | -3.0% |
| Q2 2020 | $11,478,000 | +12.3% | 85,866 | +12.1% | 7.19% | +17.1% |
| Q1 2020 | $10,217,000 | +510750.0% | 76,621 | +478781.2% | 6.14% | +614100.0% |
| Q3 2017 | $2,000 | -99.8% | 16 | -99.8% | 0.00% | -99.9% |
| Q2 2017 | $1,242,000 | -1.7% | 10,047 | -2.2% | 0.85% | +3.9% |
| Q1 2017 | $1,264,000 | -11.7% | 10,275 | -12.1% | 0.81% | -20.2% |
| Q4 2016 | $1,432,000 | – | 11,685 | – | 1.02% | – |
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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% |