ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $308,436 | -54.4% | 2,676 | -53.4% | 0.03% | -55.2% |
| Q1 2023 | $675,781 | -5.7% | 5,744 | -7.9% | 0.06% | -6.5% |
| Q4 2022 | $716,800 | -44.5% | 6,239 | -44.8% | 0.06% | -48.3% |
| Q3 2022 | $1,292,000 | -33.5% | 11,303 | -30.6% | 0.12% | -29.4% |
| Q2 2022 | $1,942,000 | -4.8% | 16,277 | -2.6% | 0.17% | +11.1% |
| Q1 2022 | $2,040,000 | -2.7% | 16,717 | +2.6% | 0.15% | +4.1% |
| Q4 2021 | $2,096,000 | -0.4% | 16,290 | +0.7% | 0.15% | -3.9% |
| Q3 2021 | $2,105,000 | +15.2% | 16,174 | +15.5% | 0.15% | +15.9% |
| Q2 2021 | $1,827,000 | – | 14,000 | – | 0.13% | – |
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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% |