ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $426,000 | +77.5% | 3,728 | +100.0% | 0.16% | +126.8% |
| Q4 2021 | $240,000 | -45.7% | 1,864 | -45.1% | 0.07% | +12.7% |
| Q3 2021 | $442,000 | -18.5% | 3,393 | -18.3% | 0.06% | -18.2% |
| Q2 2021 | $542,000 | +92.2% | 4,153 | +91.6% | 0.08% | +79.1% |
| Q1 2021 | $282,000 | -34.3% | 2,168 | -32.7% | 0.04% | -37.7% |
| Q4 2020 | $429,000 | -0.2% | 3,223 | +0.2% | 0.07% | -11.5% |
| Q3 2020 | $430,000 | +13.2% | 3,217 | +13.2% | 0.08% | +2.6% |
| Q2 2020 | $380,000 | -83.4% | 2,843 | -85.0% | 0.08% | -84.4% |
| Q1 2018 | $2,283,000 | -20.7% | 18,923 | -19.7% | 0.49% | -19.0% |
| Q4 2017 | $2,879,000 | -7.5% | 23,567 | -6.5% | 0.60% | -12.5% |
| Q3 2017 | $3,113,000 | +6.8% | 25,202 | +6.9% | 0.69% | +4.2% |
| Q2 2017 | $2,914,000 | +3.3% | 23,584 | +2.8% | 0.66% | -2.8% |
| Q1 2017 | $2,822,000 | -5.0% | 22,932 | -5.5% | 0.68% | -14.7% |
| Q4 2016 | $2,972,000 | -0.9% | 24,263 | +2.4% | 0.80% | -2.5% |
| Q3 2016 | $2,999,000 | +21.9% | 23,700 | +22.7% | 0.82% | +19.3% |
| Q2 2016 | $2,460,000 | +8.8% | 19,314 | +7.6% | 0.68% | +10.2% |
| Q1 2014 | $2,262,000 | – | 17,956 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |