ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
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. | 1,401,136 | $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% |