ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,210,255 | -14.5% | 19,531 | -12.9% | 0.85% | -21.7% |
| Q2 2023 | $2,584,119 | -14.5% | 22,420 | -12.7% | 1.09% | -5.3% |
| Q1 2023 | $3,022,037 | +1.7% | 25,686 | -0.8% | 1.15% | -15.2% |
| Q4 2022 | $2,970,627 | +0.1% | 25,899 | +0.0% | 1.35% | -4.3% |
| Q3 2022 | $2,969,000 | -46.2% | 25,897 | -44.0% | 1.41% | -33.5% |
| Q2 2022 | $5,517,000 | -3.8% | 46,207 | -1.6% | 2.13% | +0.1% |
| Q1 2022 | $5,734,000 | – | 46,974 | – | 2.12% | – |
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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% |