ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,298,840 | -9.7% | 11,478 | -8.1% | 0.06% | -6.2% |
| Q2 2023 | $1,438,761 | -4.7% | 12,483 | -2.7% | 0.06% | -1.5% |
| Q1 2023 | $1,509,150 | -45.3% | 12,827 | -46.6% | 0.06% | -50.8% |
| Q4 2022 | $2,759,370 | +66.3% | 24,017 | +65.5% | 0.13% | +38.9% |
| Q3 2022 | $1,659,000 | +15.0% | 14,513 | +20.0% | 0.10% | +9.2% |
| Q2 2022 | $1,443,000 | +65.1% | 12,092 | +68.8% | 0.09% | +64.2% |
| Q1 2022 | $874,000 | +7.5% | 7,164 | +13.4% | 0.05% | +8.2% |
| Q4 2021 | $813,000 | +1029.2% | 6,320 | +1036.7% | 0.05% | +880.0% |
| Q1 2021 | $72,000 | -66.8% | 556 | -66.0% | 0.01% | -73.7% |
| Q4 2020 | $217,000 | +1450.0% | 1,634 | +1413.0% | 0.02% | +850.0% |
| Q1 2020 | $14,000 | – | 108 | +5300.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -84.6% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | -60.0% | 13 | -69.8% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | +150.0% | 43 | +230.8% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | – | 13 | +550.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2017 | $236,000 | +7766.7% | 1,931 | +7945.8% | 0.06% | +6000.0% |
| Q3 2017 | $3,000 | – | 24 | – | 0.00% | – |
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% |