ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,320 | -12.2% | 427 | -10.9% | 0.01% | -15.4% |
| Q2 2023 | $55,033 | 0.0% | 479 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $55,033 | +0.0% | 479 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $55,032 | +1.9% | 479 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $54,000 | -6.9% | 479 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $58,000 | 0.0% | 479 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $58,000 | -6.5% | 479 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $62,000 | 0.0% | 479 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $62,000 | -1.6% | 479 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $63,000 | +1.6% | 479 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $62,000 | -3.1% | 479 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $64,000 | -1.5% | 479 | -1.6% | 0.02% | +53.8% |
| Q3 2020 | $65,000 | +1.6% | 487 | +1.7% | 0.01% | -45.8% |
| Q2 2020 | $64,000 | 0.0% | 479 | 0.0% | 0.02% | -22.6% |
| Q1 2020 | $64,000 | -28.1% | 479 | -32.2% | 0.03% | -13.9% |
| Q4 2019 | $89,000 | -10.1% | 706 | -9.6% | 0.04% | +5.9% |
| Q3 2019 | $99,000 | +7.6% | 781 | +6.8% | 0.03% | -8.1% |
| Q2 2019 | $92,000 | -1.1% | 731 | -3.3% | 0.04% | -5.1% |
| Q1 2019 | $93,000 | -55.7% | 756 | -56.2% | 0.04% | -62.1% |
| Q4 2018 | $210,000 | – | 1,727 | – | 0.10% | – |
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% |