ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,905,000 | -5.0% | 69,204 | -3.9% | 1.66% | -66.8% |
| Q3 2021 | $9,373,000 | +37.7% | 72,006 | +38.1% | 5.02% | +38.6% |
| Q2 2021 | $6,805,000 | +0.2% | 52,134 | -0.3% | 3.62% | +8.4% |
| Q1 2021 | $6,791,000 | +275.8% | 52,282 | +284.9% | 3.34% | +202.4% |
| Q4 2020 | $1,807,000 | +0.9% | 13,585 | +1.4% | 1.11% | -35.3% |
| Q3 2020 | $1,790,000 | +29.1% | 13,402 | +21.5% | 1.71% | +24.4% |
| Q4 2019 | $1,387,000 | – | 11,033 | – | 1.38% | – |
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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% |