ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 278 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.17 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,951 | -1.9% | 17 | 0.0% | 0.00% | – |
| Q2 2023 | $1,988 | -2.0% | 17 | 0.0% | 0.00% | – |
| Q1 2023 | $2,029 | -99.4% | 17 | -99.4% | 0.00% | -100.0% |
| Q4 2018 | $327,000 | +2.5% | 2,671 | +2.4% | 0.05% | -13.1% |
| Q4 2017 | $319,000 | -0.9% | 2,608 | 0.0% | 0.06% | -10.3% |
| Q3 2017 | $322,000 | 0.0% | 2,608 | 0.0% | 0.07% | -6.8% |
| Q2 2017 | $322,000 | -0.6% | 2,608 | 0.0% | 0.07% | -2.7% |
| Q1 2017 | $324,000 | +1.2% | 2,608 | 0.0% | 0.08% | -16.7% |
| Q4 2016 | $320,000 | -3.9% | 2,608 | -1.0% | 0.09% | -18.9% |
| Q3 2016 | $333,000 | -11.0% | 2,634 | -10.3% | 0.11% | -12.6% |
| Q2 2016 | $374,000 | +0.3% | 2,935 | -1.0% | 0.13% | -8.6% |
| Q1 2016 | $373,000 | -58.3% | 2,965 | -59.3% | 0.14% | -65.8% |
| Q4 2015 | $894,000 | – | 7,293 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |