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 | $2,992,517 | -2.4% | 26,445 | -0.6% | 2.48% | +1.8% |
| Q2 2023 | $3,067,530 | -7.5% | 26,614 | -5.6% | 2.44% | -2.0% |
| Q1 2023 | $3,317,730 | +87139.8% | 28,200 | -14.8% | 2.49% | -22.5% |
| Q4 2022 | $3,803 | -99.9% | 33,101 | -5.3% | 3.22% | -2.5% |
| Q3 2022 | $3,994,000 | -10.5% | 34,954 | -6.5% | 3.30% | -2.7% |
| Q2 2022 | $4,463,000 | +2.6% | 37,392 | +4.9% | 3.39% | +18.7% |
| Q1 2022 | $4,349,000 | +0.2% | 35,635 | +5.6% | 2.86% | +6.4% |
| Q4 2021 | $4,342,000 | -4.8% | 33,745 | -3.7% | 2.68% | -13.0% |
| Q3 2021 | $4,562,000 | +10.5% | 35,040 | +10.3% | 3.08% | -3.1% |
| Q1 2021 | $4,128,000 | -4.5% | 31,780 | -2.2% | 3.18% | +1.0% |
| Q4 2020 | $4,323,000 | -35.8% | 32,509 | -35.5% | 3.15% | -27.8% |
| Q3 2020 | $6,733,000 | +37.8% | 50,403 | +37.9% | 4.36% | +31.2% |
| Q2 2020 | $4,885,000 | +84.2% | 36,543 | +83.8% | 3.33% | +63.4% |
| Q1 2020 | $2,652,000 | +391.1% | 19,886 | +363.0% | 2.04% | +475.1% |
| Q4 2019 | $540,000 | +40.6% | 4,295 | +41.7% | 0.35% | +25.5% |
| Q3 2019 | $384,000 | – | 3,032 | – | 0.28% | – |
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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% |