ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $767,000 | -13.0% | 6,098 | -12.4% | 0.20% | -20.5% |
| Q3 2019 | $882,000 | -1.2% | 6,958 | -2.1% | 0.25% | -3.9% |
| Q2 2019 | $893,000 | +5.7% | 7,104 | +3.5% | 0.26% | -0.4% |
| Q1 2019 | $845,000 | -8.5% | 6,862 | -9.8% | 0.26% | -17.7% |
| Q4 2018 | $923,000 | -3.8% | 7,604 | -5.6% | 0.32% | +3.9% |
| Q3 2018 | $959,000 | -49.0% | 8,051 | -48.6% | 0.30% | -53.2% |
| Q2 2018 | $1,880,000 | -20.0% | 15,664 | -19.6% | 0.65% | -30.2% |
| Q1 2018 | $2,350,000 | -10.0% | 19,485 | -8.8% | 0.93% | -8.4% |
| Q4 2017 | $2,610,000 | -40.9% | 21,366 | -40.2% | 1.02% | -42.8% |
| Q3 2017 | $4,415,000 | +10.7% | 35,742 | +10.8% | 1.78% | +4.9% |
| Q2 2017 | $3,987,000 | -6.0% | 32,266 | -6.4% | 1.69% | -12.0% |
| Q1 2017 | $4,242,000 | +11.4% | 34,471 | +10.9% | 1.92% | +1.1% |
| Q4 2016 | $3,808,000 | +4.6% | 31,084 | +8.0% | 1.90% | -4.9% |
| Q3 2016 | $3,641,000 | +28.6% | 28,770 | +29.4% | 2.00% | +20.5% |
| Q2 2016 | $2,831,000 | +50.0% | 22,231 | +48.3% | 1.66% | -5.8% |
| Q1 2016 | $1,887,000 | +811.6% | 14,986 | +787.8% | 1.76% | +731.1% |
| Q4 2015 | $207,000 | – | 1,688 | – | 0.21% | – |
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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% |