ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 296 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,367 | -11.3% | 3,425 | -9.6% | 0.01% | -15.4% |
| Q2 2023 | $436,604 | +15.8% | 3,788 | +14.9% | 0.01% | +8.3% |
| Q3 2022 | $377,000 | -39.8% | 3,296 | -37.2% | 0.01% | -40.0% |
| Q2 2022 | $626,000 | -4.1% | 5,245 | -2.0% | 0.02% | 0.0% |
| Q1 2022 | $653,000 | -7.4% | 5,351 | -2.4% | 0.02% | -4.8% |
| Q4 2021 | $705,000 | +8.8% | 5,481 | +10.1% | 0.02% | +5.0% |
| Q3 2021 | $648,000 | -6.8% | 4,979 | -6.4% | 0.02% | -9.1% |
| Q2 2021 | $695,000 | +18.8% | 5,322 | +18.1% | 0.02% | +10.0% |
| Q1 2021 | $585,000 | -2.3% | 4,507 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $599,000 | -1.8% | 4,507 | -1.3% | 0.02% | -12.5% |
| Q3 2020 | $610,000 | -4.1% | 4,568 | -4.0% | 0.02% | -11.1% |
| Q2 2020 | $636,000 | +205.8% | 4,757 | +180.2% | 0.03% | +145.5% |
| Q4 2017 | $208,000 | +3.5% | 1,698 | +7.5% | 0.01% | -15.4% |
| Q2 2016 | $201,000 | – | 1,580 | – | 0.01% | – |
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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% |