ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,272,000 | -32.1% | 11,038 | -24.2% | 0.07% | -33.6% |
| Q4 2021 | $1,873,000 | -59.3% | 14,558 | -58.7% | 0.11% | -64.9% |
| Q2 2021 | $4,604,000 | +6.2% | 35,268 | +6.3% | 0.30% | +102.0% |
| Q1 2021 | $4,335,000 | +949.6% | 33,177 | +968.2% | 0.15% | +738.9% |
| Q4 2020 | $413,000 | -74.6% | 3,106 | -74.4% | 0.02% | -77.8% |
| Q3 2020 | $1,623,000 | -77.6% | 12,146 | -77.6% | 0.08% | -79.7% |
| Q2 2020 | $7,254,000 | +156.8% | 54,266 | +156.1% | 0.40% | +90.9% |
| Q1 2020 | $2,825,000 | +3666.7% | 21,187 | +3437.1% | 0.21% | +3383.3% |
| Q4 2019 | $75,000 | -31.8% | 599 | -30.9% | 0.01% | -33.3% |
| Q3 2019 | $110,000 | -89.6% | 867 | -89.9% | 0.01% | -92.4% |
| Q1 2019 | $1,056,000 | +69.2% | 8,570 | +66.7% | 0.12% | +34.1% |
| Q4 2018 | $624,000 | -75.4% | 5,140 | -75.1% | 0.09% | -86.7% |
| Q3 2017 | $2,537,000 | -12.9% | 20,628 | -12.3% | 0.66% | -20.1% |
| Q2 2017 | $2,914,000 | -1.6% | 23,532 | -1.5% | 0.83% | -5.4% |
| Q1 2017 | $2,960,000 | -1.2% | 23,887 | -2.5% | 0.87% | -12.9% |
| Q4 2016 | $2,997,000 | – | 24,494 | – | 1.00% | – |
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% |