ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 242 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $528,000 | +106.2% | 4,040 | +104.8% | 0.01% | +71.4% |
| Q1 2021 | $256,000 | -16.3% | 1,973 | -19.0% | 0.01% | -41.7% |
| Q4 2019 | $306,000 | -1.0% | 2,435 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $309,000 | +1.0% | 2,435 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $306,000 | -57.1% | 2,435 | -57.9% | 0.01% | -52.0% |
| Q1 2019 | $713,000 | +123.5% | 5,784 | +120.0% | 0.02% | +127.3% |
| Q4 2018 | $319,000 | +25.6% | 2,629 | +23.4% | 0.01% | +57.1% |
| Q3 2018 | $254,000 | -0.8% | 2,130 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $256,000 | +32.0% | 2,130 | +33.8% | 0.01% | +16.7% |
| Q4 2017 | $194,000 | -12.2% | 1,592 | -11.0% | 0.01% | 0.0% |
| Q3 2017 | $221,000 | -54.1% | 1,789 | -54.0% | 0.01% | -57.1% |
| Q2 2017 | $481,000 | -73.6% | 3,891 | -73.7% | 0.01% | -70.8% |
| Q1 2017 | $1,822,000 | -73.0% | 14,804 | -73.2% | 0.05% | -74.3% |
| Q4 2016 | $6,759,000 | +13.2% | 55,175 | +16.9% | 0.19% | +3.3% |
| Q3 2016 | $5,972,000 | -32.9% | 47,191 | -32.5% | 0.18% | -36.5% |
| Q2 2016 | $8,897,000 | +1825.8% | 69,864 | +1803.1% | 0.28% | +1800.0% |
| Q1 2016 | $462,000 | +12.4% | 3,671 | +9.5% | 0.02% | +36.4% |
| Q4 2015 | $411,000 | -1.7% | 3,351 | 0.0% | 0.01% | +10.0% |
| Q3 2015 | $418,000 | -43.2% | 3,351 | -44.0% | 0.01% | -37.5% |
| Q2 2015 | $736,000 | – | 5,986 | – | 0.02% | – |
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% |