ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,588 | -1.8% | 341 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,304 | -2.0% | 341 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $40,119 | +2.4% | 341 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39,177 | +0.5% | 341 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $39,000 | -26.4% | 341 | -23.7% | 0.01% | -23.1% |
| Q2 2022 | $53,000 | -3.6% | 447 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $55,000 | -5.2% | 447 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $58,000 | 0.0% | 447 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $58,000 | 0.0% | 447 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $58,000 | 0.0% | 447 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $58,000 | -1.7% | 447 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $59,000 | -1.7% | 447 | 0.0% | 0.02% | -11.8% |
| Q3 2020 | $60,000 | 0.0% | 447 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $60,000 | -10.4% | 447 | -11.3% | 0.02% | -21.7% |
| Q1 2020 | $67,000 | +6.3% | 504 | 0.0% | 0.02% | +35.3% |
| Q4 2019 | $63,000 | -1.6% | 504 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $64,000 | +1.6% | 504 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $63,000 | -36.4% | 504 | -37.0% | 0.02% | -41.9% |
| Q1 2019 | $99,000 | -15.4% | 800 | -16.7% | 0.03% | -24.4% |
| Q4 2018 | $117,000 | +2.6% | 960 | 0.0% | 0.04% | +2.5% |
| Q3 2018 | $114,000 | -0.9% | 960 | 0.0% | 0.04% | -9.1% |
| Q2 2018 | $115,000 | -0.9% | 960 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $116,000 | -0.9% | 960 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $117,000 | -1.7% | 960 | 0.0% | 0.05% | -6.1% |
| Q3 2017 | $119,000 | 0.0% | 960 | 0.0% | 0.05% | -5.8% |
| Q2 2017 | $119,000 | +0.8% | 960 | 0.0% | 0.05% | -5.5% |
| Q1 2017 | $118,000 | 0.0% | 960 | 0.0% | 0.06% | -5.2% |
| Q4 2016 | $118,000 | -2.5% | 960 | 0.0% | 0.06% | -4.9% |
| Q3 2016 | $121,000 | -26.2% | 960 | -25.3% | 0.06% | -27.4% |
| Q2 2016 | $164,000 | -3.0% | 1,286 | -4.2% | 0.08% | -5.6% |
| Q1 2016 | $169,000 | -17.2% | 1,342 | -19.4% | 0.09% | -22.6% |
| Q4 2015 | $204,000 | -10.5% | 1,666 | -8.9% | 0.12% | -12.2% |
| Q3 2015 | $228,000 | +1.3% | 1,829 | 0.0% | 0.13% | +1.6% |
| Q2 2015 | $225,000 | +58.5% | 1,829 | +60.0% | 0.13% | +55.4% |
| Q1 2015 | $142,000 | +51.1% | 1,143 | +48.6% | 0.08% | +43.1% |
| Q4 2014 | $94,000 | +84.3% | 769 | +83.5% | 0.06% | +70.6% |
| Q3 2014 | $51,000 | – | 419 | – | 0.03% | – |
Download | ||||||
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% |