ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $44,758,000 | -66.8% | 368,900 | -65.0% | 3.61% | -72.5% |
| Q4 2021 | $134,916,000 | +392.1% | 1,052,960 | +399.2% | 13.10% | +234.8% |
| Q1 2021 | $27,415,000 | +304511.1% | 210,950 | +273861.0% | 3.91% | +78140.0% |
| Q4 2015 | $9,000 | -99.8% | 77 | -99.8% | 0.01% | -99.9% |
| Q3 2015 | $5,184,000 | -99.8% | 41,591 | +72.8% | 5.64% | +256.6% |
| Q1 2015 | $2,989,269,000 | +3515.4% | 24,074 | +3461.2% | 1.58% | +3956.4% |
| Q4 2014 | $82,681,000 | -96.3% | 676 | -96.4% | 0.04% | -96.6% |
| Q2 2014 | $2,258,293,000 | -13.1% | 18,541 | -13.9% | 1.14% | -3.6% |
| Q1 2014 | $2,598,765,000 | +225683.2% | 21,529 | +124.3% | 1.18% | +86.0% |
| Q4 2013 | $1,151,000 | – | 9,597 | – | 0.64% | – |
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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% |