ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $200,000 | -18.4% | 1,677 | -12.2% | 0.02% | -4.3% |
| Q4 2021 | $245,000 | +7.5% | 1,910 | +9.2% | 0.02% | -4.2% |
| Q3 2021 | $228,000 | -5.4% | 1,749 | -5.4% | 0.02% | -4.0% |
| Q2 2021 | $241,000 | 0.0% | 1,849 | -0.5% | 0.02% | -13.8% |
| Q1 2021 | $241,000 | -7.3% | 1,858 | -5.1% | 0.03% | -12.1% |
| Q4 2020 | $260,000 | -0.4% | 1,957 | +0.1% | 0.03% | -15.4% |
| Q3 2020 | $261,000 | +8.3% | 1,955 | +8.3% | 0.04% | 0.0% |
| Q2 2020 | $241,000 | -47.8% | 1,806 | -50.9% | 0.04% | -53.0% |
| Q2 2019 | $462,000 | -17.9% | 3,677 | -20.8% | 0.08% | -30.8% |
| Q4 2018 | $563,000 | -80.2% | 4,643 | -98.7% | 0.12% | +233.3% |
| Q3 2018 | $2,847,000 | +18.8% | 351,036 | +22.4% | 0.04% | +33.3% |
| Q2 2018 | $2,396,000 | +586.5% | 286,804 | +9762.6% | 0.03% | -59.7% |
| Q1 2018 | $349,000 | -4.4% | 2,908 | -2.9% | 0.07% | -1.5% |
| Q4 2017 | $365,000 | +4.0% | 2,995 | +5.2% | 0.07% | -6.8% |
| Q3 2017 | $351,000 | -34.1% | 2,847 | -33.9% | 0.07% | -39.2% |
| Q2 2017 | $533,000 | -21.5% | 4,306 | -21.6% | 0.12% | -28.6% |
| Q1 2017 | $679,000 | +4.9% | 5,494 | +4.1% | 0.17% | -19.2% |
| Q4 2016 | $647,000 | -31.9% | 5,276 | -30.1% | 0.21% | -40.7% |
| Q3 2016 | $950,000 | – | 7,543 | – | 0.35% | – |
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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% |