ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 572 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $138,312 | -2.0% | 1,200 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $141,180 | -74.4% | 1,200 | -75.0% | 0.02% | -75.4% |
| Q4 2022 | $551,472 | +55047.2% | 4,800 | +95900.0% | 0.07% | – |
| Q1 2022 | $1,000 | -94.7% | 5 | -96.6% | 0.00% | -100.0% |
| Q4 2021 | $19,000 | 0.0% | 145 | -2.7% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | -57.8% | 149 | -57.3% | 0.00% | -60.0% |
| Q1 2021 | $45,000 | -93.5% | 349 | -93.3% | 0.01% | -94.8% |
| Q4 2020 | $690,000 | -1.8% | 5,190 | -1.4% | 0.10% | -14.9% |
| Q3 2020 | $703,000 | -5.0% | 5,263 | -4.9% | 0.11% | -12.3% |
| Q2 2020 | $740,000 | +6.3% | 5,532 | +6.0% | 0.13% | -7.8% |
| Q1 2020 | $696,000 | -30.4% | 5,219 | -34.4% | 0.14% | -45.3% |
| Q4 2019 | $1,000,000 | +73.9% | 7,954 | +75.4% | 0.26% | +75.5% |
| Q3 2019 | $575,000 | – | 4,534 | – | 0.15% | – |
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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% |