ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 572 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,325 | +12.9% | 11,496 | +15.2% | 0.12% | +21.9% |
| Q1 2023 | $1,174 | -100.0% | 9,981 | +389.0% | 0.10% | +357.1% |
| Q4 2022 | $234,439,800 | +103177.4% | 2,041 | +2.6% | 0.02% | -4.5% |
| Q3 2022 | $227,000 | -70.5% | 1,989 | -65.6% | 0.02% | -79.8% |
| Q4 2020 | $769,000 | -5.6% | 5,783 | -5.3% | 0.11% | -11.4% |
| Q3 2020 | $815,000 | -40.4% | 6,106 | -40.3% | 0.12% | -48.1% |
| Q2 2020 | $1,367,000 | -6.0% | 10,230 | -6.2% | 0.24% | -17.1% |
| Q1 2020 | $1,454,000 | +24.7% | 10,908 | +17.7% | 0.29% | +40.9% |
| Q4 2019 | $1,166,000 | -11.3% | 9,271 | -10.6% | 0.20% | -19.1% |
| Q3 2019 | $1,315,000 | +148.1% | 10,373 | +146.0% | 0.25% | +143.7% |
| Q2 2019 | $530,000 | +3.7% | 4,216 | +1.7% | 0.10% | -3.7% |
| Q1 2019 | $511,000 | – | 4,146 | – | 0.11% | – |
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% |