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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,632 | -1.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,052 | -2.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,530 | +2.4% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $22,978 | -0.1% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $23,000 | -4.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | 0.0% | 200 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $24,000 | -7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $26,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | -3.7% | 200 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $27,000 | 0.0% | 200 | 0.0% | 0.01% | -20.0% |
| Q3 2020 | $27,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $27,000 | 0.0% | 200 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $27,000 | +8.0% | 200 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $25,000 | 0.0% | 200 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $25,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | +4.2% | 200 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $24,000 | -48.9% | 200 | -49.7% | 0.01% | -42.9% |
| Q3 2018 | $47,000 | -2.1% | 398 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $48,000 | 0.0% | 398 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $48,000 | +336.4% | 398 | +342.2% | 0.02% | +214.3% |
| Q3 2015 | $11,000 | 0.0% | 90 | 0.0% | 0.01% | +16.7% |
| Q2 2015 | $11,000 | – | 90 | – | 0.01% | – |
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% |