ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 488 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,248 | +3.6% | 2,194 | +5.5% | 0.04% | +5.0% |
| Q2 2023 | $239,621 | -0.9% | 2,079 | +1.2% | 0.04% | -7.0% |
| Q1 2023 | $241,810 | +19.7% | 2,055 | +30.8% | 0.04% | +79.2% |
| Q4 2021 | $202,000 | -14.4% | 1,571 | -13.4% | 0.02% | -22.6% |
| Q3 2021 | $236,000 | +7.8% | 1,815 | +8.0% | 0.03% | 0.0% |
| Q2 2021 | $219,000 | +7.4% | 1,681 | +6.8% | 0.03% | -8.8% |
| Q1 2021 | $204,000 | -6.0% | 1,574 | -3.7% | 0.03% | -10.5% |
| Q4 2020 | $217,000 | -19.9% | 1,635 | -19.5% | 0.04% | -36.7% |
| Q3 2020 | $271,000 | +13.4% | 2,031 | +13.7% | 0.06% | +5.3% |
| Q2 2020 | $239,000 | +0.4% | 1,786 | -0.1% | 0.06% | -20.8% |
| Q1 2020 | $238,000 | -78.0% | 1,787 | -79.7% | 0.07% | -75.4% |
| Q1 2017 | $1,082,000 | -32.3% | 8,797 | -32.5% | 0.29% | -40.8% |
| Q4 2016 | $1,598,000 | -46.6% | 13,042 | -44.9% | 0.50% | -59.6% |
| Q3 2016 | $2,995,000 | -6.6% | 23,667 | -6.0% | 1.23% | -2.2% |
| Q2 2016 | $3,208,000 | -50.0% | 25,190 | -50.6% | 1.25% | +3.9% |
| Q1 2016 | $6,421,000 | – | 50,984 | – | 1.21% | – |
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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% |