ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 313 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $369,218 | +7.9% | 3,138 | +5.3% | 0.04% | 0.0% |
| Q4 2022 | $342,288 | +18.0% | 2,979 | +17.4% | 0.04% | +2.9% |
| Q3 2022 | $290,000 | -34.8% | 2,537 | -32.0% | 0.03% | -32.0% |
| Q2 2022 | $445,000 | +1208.8% | 3,730 | +1345.7% | 0.05% | +900.0% |
| Q3 2020 | $34,000 | -77.3% | 258 | -77.1% | 0.01% | -77.3% |
| Q2 2020 | $150,000 | +341.2% | 1,127 | +338.5% | 0.02% | +214.3% |
| Q1 2020 | $34,000 | +30.8% | 257 | +24.2% | 0.01% | +40.0% |
| Q4 2019 | $26,000 | 0.0% | 207 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | +13.0% | 206 | +9.6% | 0.01% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 188 | +0.5% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +4.5% | 187 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | 0.0% | 187 | +0.5% | 0.01% | +25.0% |
| Q3 2018 | $22,000 | 0.0% | 186 | -1.1% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | – | 188 | – | 0.00% | – |
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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% |