ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,733 | -1.2% | 14,243 | +0.6% | 0.21% | +2.0% |
| Q2 2023 | $1,631,863 | -88.4% | 14,158 | -88.1% | 0.20% | -88.3% |
| Q1 2023 | $14,011,614 | +2.8% | 119,096 | +0.3% | 1.74% | -0.5% |
| Q4 2022 | $13,635,683 | -0.8% | 118,685 | -1.3% | 1.75% | -8.9% |
| Q3 2022 | $13,747,000 | -4.1% | 120,289 | +0.2% | 1.92% | +20.3% |
| Q2 2022 | $14,331,000 | -1.8% | 120,084 | +0.4% | 1.60% | +14.4% |
| Q1 2022 | $14,596,000 | -57.8% | 119,592 | -55.5% | 1.40% | -55.0% |
| Q4 2021 | $34,588,000 | +4.5% | 268,808 | +5.7% | 3.10% | -0.9% |
| Q3 2021 | $33,108,000 | +15971.8% | 254,344 | +15446.7% | 3.13% | +3412.4% |
| Q1 2016 | $206,000 | +2.5% | 1,636 | 0.0% | 0.09% | -45.1% |
| Q4 2015 | $201,000 | – | 1,636 | – | 0.16% | – |
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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% |