ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,365,152 | -82.4% | 29,738 | -82.1% | 1.20% | -82.2% |
Q4 2022 | $19,080,931 | -7.0% | 166,080 | -7.5% | 6.75% | -8.9% |
Q3 2022 | $20,518,000 | +11.8% | 179,543 | +16.7% | 7.41% | +54.3% |
Q2 2022 | $18,358,000 | -15.1% | 153,830 | -13.2% | 4.80% | +2.4% |
Q1 2022 | $21,628,000 | – | 177,205 | – | 4.69% | – |
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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% |