ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $99,000 | +33.8% | 827 | +35.6% | 0.02% | +53.8% |
| Q1 2022 | $74,000 | +45.1% | 610 | +52.9% | 0.01% | +62.5% |
| Q4 2021 | $51,000 | +466.7% | 399 | +462.0% | 0.01% | +300.0% |
| Q3 2021 | $9,000 | -59.1% | 71 | -57.7% | 0.00% | -50.0% |
| Q2 2021 | $22,000 | +4.8% | 168 | +5.0% | 0.00% | -20.0% |
| Q1 2021 | $21,000 | +31.2% | 160 | +29.0% | 0.01% | +25.0% |
| Q4 2020 | $16,000 | -44.8% | 124 | -43.6% | 0.00% | -55.6% |
| Q3 2020 | $29,000 | 0.0% | 220 | 0.0% | 0.01% | -18.2% |
| Q2 2020 | $29,000 | +480.0% | 220 | +436.6% | 0.01% | +450.0% |
| Q1 2020 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | -28.6% | 41 | -28.1% | 0.00% | -50.0% |
| Q1 2019 | $7,000 | -63.2% | 57 | -63.5% | 0.00% | -69.2% |
| Q4 2018 | $19,000 | +58.3% | 156 | +59.2% | 0.01% | +85.7% |
| Q3 2018 | $12,000 | – | 98 | – | 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% |