ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $50,000 | -24.2% | 420 | -21.9% | 0.02% | +7.1% |
| Q1 2022 | $66,000 | -4.3% | 538 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $69,000 | -45.2% | 538 | -44.5% | 0.01% | -50.0% |
| Q3 2021 | $126,000 | +80.0% | 969 | +80.1% | 0.03% | +86.7% |
| Q2 2021 | $70,000 | -69.6% | 538 | -69.7% | 0.02% | -72.2% |
| Q1 2021 | $230,000 | -66.5% | 1,773 | -65.7% | 0.05% | -65.4% |
| Q4 2020 | $687,000 | -0.4% | 5,163 | 0.0% | 0.16% | -23.2% |
| Q3 2020 | $690,000 | -8.7% | 5,163 | -8.7% | 0.20% | -20.4% |
| Q2 2020 | $756,000 | -13.2% | 5,656 | -13.4% | 0.26% | -24.1% |
| Q1 2020 | $871,000 | +3.8% | 6,532 | -2.0% | 0.34% | +36.6% |
| Q4 2019 | $839,000 | -6.4% | 6,668 | -5.6% | 0.25% | -24.3% |
| Q3 2019 | $896,000 | -4.1% | 7,063 | -4.8% | 0.32% | +10.9% |
| Q2 2019 | $934,000 | -49.3% | 7,421 | -50.4% | 0.29% | -61.6% |
| Q1 2019 | $1,842,000 | -33.3% | 14,954 | -34.3% | 0.76% | -37.8% |
| Q4 2018 | $2,763,000 | +90.9% | 22,756 | +87.2% | 1.23% | +123.7% |
| Q3 2018 | $1,447,000 | +324.3% | 12,154 | +327.7% | 0.55% | +318.3% |
| Q2 2018 | $341,000 | -7.8% | 2,842 | -7.4% | 0.13% | -22.5% |
| Q1 2018 | $370,000 | -78.6% | 3,068 | -78.4% | 0.17% | -81.5% |
| Q4 2017 | $1,733,000 | -10.6% | 14,184 | -9.6% | 0.91% | +9.3% |
| Q3 2017 | $1,938,000 | – | 15,689 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |