ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2023 | $38,223 | +3.3% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $37,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $37,000 | -5.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -2.5% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | -4.8% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $42,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $42,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | -2.3% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $43,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | 0.0% | 325 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $43,000 | +4.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $41,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $41,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $41,000 | -42.3% | 325 | -43.5% | 0.00% | -33.3% |
| Q1 2019 | $71,000 | +1.4% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $70,000 | -89.5% | 575 | -89.7% | 0.00% | -88.0% |
| Q2 2018 | $668,000 | -0.4% | 5,566 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $671,000 | -50.7% | 5,566 | -50.0% | 0.02% | 0.0% |
| Q4 2017 | $1,360,000 | -23.0% | 11,132 | -22.1% | 0.02% | -61.9% |
| Q3 2017 | $1,766,000 | -12.3% | 14,296 | -12.3% | 0.06% | -10.0% |
| Q2 2017 | $2,014,000 | -63.2% | 16,296 | -63.4% | 0.07% | -62.2% |
| Q1 2017 | $5,472,000 | +0.5% | 44,466 | 0.0% | 0.18% | +16.4% |
| Q4 2016 | $5,447,000 | +69.8% | 44,466 | +75.4% | 0.16% | +69.1% |
| Q3 2016 | $3,207,000 | -0.6% | 25,346 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $3,227,000 | +1.1% | 25,346 | 0.0% | 0.09% | -4.1% |
| Q1 2016 | $3,192,000 | +498.9% | 25,346 | +483.2% | 0.10% | +476.5% |
| Q4 2015 | $533,000 | -1.7% | 4,346 | 0.0% | 0.02% | -22.7% |
| Q3 2015 | $542,000 | +1.5% | 4,346 | 0.0% | 0.02% | +10.0% |
| Q2 2015 | $534,000 | -45.2% | 4,346 | -44.6% | 0.02% | -45.9% |
| Q1 2015 | $974,000 | +1.5% | 7,846 | 0.0% | 0.04% | -15.9% |
| Q4 2014 | $960,000 | +0.8% | 7,846 | 0.0% | 0.04% | +15.8% |
| Q3 2014 | $952,000 | +47.4% | 7,846 | +48.0% | 0.04% | +46.2% |
| Q2 2014 | $646,000 | +0.9% | 5,300 | 0.0% | 0.03% | -3.7% |
| Q1 2014 | $640,000 | +0.6% | 5,300 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $636,000 | – | 5,300 | – | 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% |