ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $335,000 | -5.4% | 2,741 | -0.4% | 0.04% | +25.0% |
| Q4 2021 | $354,000 | -1.1% | 2,752 | 0.0% | 0.03% | -11.1% |
| Q3 2021 | $358,000 | -0.3% | 2,752 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $359,000 | -23.5% | 2,752 | -23.8% | 0.04% | -33.9% |
| Q1 2021 | $469,000 | -9.8% | 3,612 | -7.7% | 0.06% | -20.0% |
| Q4 2020 | $520,000 | -59.5% | 3,912 | -59.3% | 0.07% | -64.3% |
| Q3 2020 | $1,284,000 | -49.2% | 9,612 | -49.2% | 0.20% | -58.1% |
| Q2 2020 | $2,528,000 | -17.8% | 18,912 | -18.0% | 0.47% | -44.2% |
| Q1 2020 | $3,076,000 | -83.1% | 23,069 | -84.0% | 0.84% | -85.1% |
| Q4 2019 | $18,182,000 | -19.8% | 144,585 | -19.1% | 5.63% | -20.1% |
| Q3 2019 | $22,665,000 | +17.6% | 178,745 | +16.6% | 7.05% | +16.4% |
| Q2 2019 | $19,274,000 | +2.9% | 153,259 | +0.8% | 6.06% | -1.6% |
| Q1 2019 | $18,727,000 | – | 152,001 | – | 6.16% | – |
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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% |