ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $8,616,000 | +1250.5% | 64,459 | +1138.2% | 7.38% | +1162.1% |
| Q1 2016 | $638,000 | 0.0% | 5,206 | 0.0% | 0.58% | +1.4% |
| Q4 2015 | $638,000 | -0.8% | 5,206 | +1.0% | 0.58% | -0.2% |
| Q3 2015 | $643,000 | +1.4% | 5,157 | 0.0% | 0.58% | +5.1% |
| Q2 2015 | $634,000 | -0.9% | 5,157 | 0.0% | 0.55% | +1.5% |
| Q1 2015 | $640,000 | +1.4% | 5,157 | 0.0% | 0.54% | +1.1% |
| Q4 2014 | $631,000 | +0.8% | 5,157 | 0.0% | 0.54% | +0.8% |
| Q3 2014 | $626,000 | +2.0% | 5,157 | +2.3% | 0.53% | +6.8% |
| Q2 2014 | $614,000 | -2.2% | 5,042 | -3.1% | 0.50% | -6.0% |
| Q1 2014 | $628,000 | +3.0% | 5,204 | +2.5% | 0.53% | -6.2% |
| Q4 2013 | $610,000 | – | 5,079 | – | 0.56% | – |
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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% |