ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,971,000 | -0.6% | 16,233 | -2.9% | 1.42% | -2.9% |
| Q3 2018 | $1,982,000 | -22.4% | 16,725 | -21.4% | 1.46% | -5.7% |
| Q2 2018 | $2,555,000 | +59.6% | 21,292 | +60.5% | 1.54% | +24.6% |
| Q1 2018 | $1,601,000 | +8.5% | 13,269 | +11.1% | 1.24% | +23.5% |
| Q4 2017 | $1,475,000 | 0.0% | 11,946 | 0.0% | 1.00% | +2.3% |
| Q3 2017 | $1,475,000 | – | 11,946 | – | 0.98% | – |
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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% |