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 | $277 | -6.1% | 2,447 | -4.6% | 0.23% | -3.4% |
| Q2 2023 | $295 | -5.4% | 2,565 | -3.4% | 0.24% | -50.2% |
| Q1 2023 | $312 | -4.3% | 2,656 | -6.6% | 0.48% | -71.7% |
| Q4 2022 | $326 | -99.9% | 2,844 | -0.0% | 1.69% | +6.6% |
| Q3 2022 | $325,000 | -7.1% | 2,845 | -3.0% | 1.58% | +53.8% |
| Q2 2022 | $350,000 | -4.9% | 2,934 | -2.8% | 1.03% | +215.6% |
| Q1 2022 | $368,000 | -19.1% | 3,019 | -14.5% | 0.33% | +19.0% |
| Q4 2021 | $455,000 | -0.9% | 3,532 | +0.3% | 0.27% | -13.0% |
| Q3 2021 | $459,000 | -1.9% | 3,523 | -1.7% | 0.32% | -6.2% |
| Q2 2021 | $468,000 | +0.6% | 3,585 | 0.0% | 0.34% | -11.1% |
| Q1 2021 | $465,000 | -3.3% | 3,585 | -1.0% | 0.38% | -8.7% |
| Q4 2020 | $481,000 | – | 3,620 | – | 0.41% | – |
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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% |