ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $566,000 | +43.3% | 4,537 | +41.5% | 0.33% | +29.8% |
| Q1 2019 | $395,000 | -69.7% | 3,207 | -70.1% | 0.26% | -76.9% |
| Q4 2018 | $1,304,000 | +301.2% | 10,726 | +308.3% | 1.10% | +151.5% |
| Q2 2017 | $325,000 | -1.8% | 2,627 | -2.5% | 0.44% | -19.6% |
| Q1 2017 | $331,000 | -14.0% | 2,693 | -14.3% | 0.55% | -21.0% |
| Q4 2016 | $385,000 | +10.3% | 3,143 | +13.7% | 0.69% | +57.4% |
| Q3 2016 | $349,000 | -65.0% | 2,765 | -64.7% | 0.44% | -55.7% |
| Q2 2016 | $996,000 | -18.0% | 7,822 | -18.9% | 0.99% | -29.2% |
| Q1 2016 | $1,214,000 | -44.9% | 9,649 | -46.2% | 1.40% | -43.0% |
| Q4 2015 | $2,204,000 | +42.8% | 17,939 | +44.9% | 2.45% | -6.1% |
| Q3 2015 | $1,543,000 | +279.1% | 12,382 | +273.5% | 2.61% | +404.4% |
| Q2 2015 | $407,000 | +8.2% | 3,315 | +9.4% | 0.52% | +20.7% |
| Q1 2015 | $376,000 | -35.5% | 3,030 | -36.5% | 0.43% | -41.3% |
| Q4 2014 | $583,000 | – | 4,769 | – | 0.73% | – |
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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% |