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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,252,000 | -12.7% | 9,727 | -11.7% | 0.13% | -20.0% |
| Q3 2021 | $1,434,000 | +19.5% | 11,019 | +19.8% | 0.16% | +15.4% |
| Q2 2021 | $1,200,000 | +8.8% | 9,197 | +8.3% | 0.14% | -1.4% |
| Q1 2021 | $1,103,000 | -8.4% | 8,491 | -6.2% | 0.14% | -7.6% |
| Q4 2020 | $1,204,000 | +4.1% | 9,054 | +4.5% | 0.16% | -13.7% |
| Q3 2020 | $1,157,000 | +4.6% | 8,661 | +4.7% | 0.18% | -3.7% |
| Q2 2020 | $1,106,000 | +3.7% | 8,276 | +3.4% | 0.19% | -18.9% |
| Q1 2020 | $1,067,000 | +6.4% | 8,003 | +0.3% | 0.23% | +44.7% |
| Q4 2019 | $1,003,000 | +17.2% | 7,979 | +18.3% | 0.16% | +9.5% |
| Q3 2019 | $856,000 | +39.6% | 6,747 | +38.3% | 0.15% | +25.6% |
| Q2 2019 | $613,000 | +187.8% | 4,879 | +182.3% | 0.12% | +178.6% |
| Q1 2019 | $213,000 | – | 1,728 | – | 0.04% | – |
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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% |