ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 313 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,244 | +221.5% | 2,017 | +255.1% | 0.06% | +136.0% |
| Q2 2019 | $71,000 | +1675.0% | 568 | +1793.3% | 0.02% | +1150.0% |
| Q1 2019 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $4,000 | -42.9% | 30 | -43.4% | 0.00% | -40.0% |
| Q4 2016 | $7,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $7,000 | – | 53 | – | 0.01% | – |
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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% |