ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $44,194 | -51.0% | 383 | -50.0% | 0.02% | -20.7% |
| Q1 2023 | $90,222 | +104.6% | 766 | +99.5% | 0.03% | -3.3% |
| Q4 2022 | $44,100 | +0.2% | 384 | 0.0% | 0.03% | -18.9% |
| Q3 2022 | $44,000 | -99.5% | 384 | -99.4% | 0.04% | -99.3% |
| Q1 2022 | $8,422,000 | -7.4% | 69,004 | -2.4% | 5.53% | +11.0% |
| Q4 2021 | $9,094,000 | – | 70,679 | – | 4.98% | – |
Download | ||||||
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% |