ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $377,000 | -6.5% | 2,896 | -3.9% | 0.08% | -47.9% |
| Q1 2020 | $403,000 | +89.2% | 3,013 | +73.3% | 0.15% | +80.2% |
| Q3 2017 | $213,000 | +5.4% | 1,739 | +4.6% | 0.08% | -8.0% |
| Q2 2017 | $202,000 | -35.3% | 1,663 | -34.5% | 0.09% | -40.9% |
| Q1 2017 | $312,000 | -41.2% | 2,539 | -41.3% | 0.15% | -51.9% |
| Q4 2016 | $531,000 | – | 4,326 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |