ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 461 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 153,509 | $18,320,000 | 21.53% |
| Verdad Advisers, LP | 180,000 | $21,481,000 | 20.25% |
| Northstar Advisory Group, LLC | 184,730 | $22,046,000 | 16.37% |
| Tanglewood Wealth Management, Inc. | 838,898 | $100,114,000 | 13.50% |
| Alhambra Investment Management LLC | 148,119 | $17,677,000 | 12.79% |
| SFMG, LLC | 762,205 | $90,962,000 | 10.55% |
| Gould Capital, LLC | 100,913 | $12,043,000 | 9.69% |
| SNS Financial Group, LLC | 588,951 | $70,285,000 | 9.16% |
| Hilton Capital Management, LLC | 610,210 | $72,822,000 | 8.94% |
| PROFFITT & GOODSON INC | 355,138 | $42,382,000 | 8.66% |