ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 313 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $17,000 | -92.5% | 140 | -92.6% | 0.00% | -95.7% |
| Q2 2018 | $227,000 | +4.1% | 1,891 | +4.8% | 0.07% | 0.0% |
| Q1 2018 | $218,000 | -2.7% | 1,804 | -1.3% | 0.07% | -25.8% |
| Q4 2015 | $224,000 | -47.0% | 1,827 | -46.0% | 0.09% | -47.8% |
| Q3 2015 | $423,000 | -33.1% | 3,386 | -34.1% | 0.18% | -27.6% |
| Q2 2015 | $632,000 | – | 5,140 | – | 0.25% | – |
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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% |