ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | +16.7% | 58 | +20.8% | 0.00% | – |
| Q2 2023 | $6 | -25.0% | 48 | -27.3% | 0.00% | – |
| Q1 2023 | $8 | -85.7% | 66 | -86.4% | 0.00% | -100.0% |
| Q4 2022 | $56 | -99.7% | 484 | +164.5% | 0.00% | +200.0% |
| Q3 2022 | $21,000 | -4.5% | 183 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $22,000 | 0.0% | 183 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $22,000 | +22.2% | 183 | +28.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | -5.3% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | 0.0% | 143 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $19,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +90.0% | 143 | +88.2% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | 0.0% | 76 | -6.2% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | +900.0% | 81 | +912.5% | 0.00% | – |
| Q1 2018 | $1,000 | – | 8 | – | 0.00% | – |
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% |