ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $296,000 | -62.1% | 2,586 | -60.5% | 0.10% | -60.4% |
| Q2 2022 | $781,000 | -4.1% | 6,546 | -1.9% | 0.26% | +14.0% |
| Q1 2022 | $814,000 | +53.6% | 6,671 | +61.9% | 0.23% | +55.1% |
| Q4 2021 | $530,000 | -1.1% | 4,121 | 0.0% | 0.15% | -7.0% |
| Q3 2021 | $536,000 | -0.4% | 4,121 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $538,000 | +3.1% | 4,121 | +2.5% | 0.16% | -3.1% |
| Q1 2021 | $522,000 | -2.4% | 4,021 | 0.0% | 0.16% | -8.4% |
| Q4 2020 | $535,000 | -11.1% | 4,021 | -11.1% | 0.18% | -19.1% |
| Q3 2020 | $602,000 | -0.2% | 4,521 | 0.0% | 0.22% | -7.9% |
| Q2 2020 | $603,000 | -29.3% | 4,521 | -29.4% | 0.24% | -39.6% |
| Q1 2020 | $853,000 | -5.1% | 6,402 | -10.5% | 0.40% | +10.0% |
| Q4 2019 | $899,000 | -1.5% | 7,150 | -0.7% | 0.36% | -7.0% |
| Q3 2019 | $913,000 | +2.5% | 7,202 | +1.1% | 0.39% | +5.4% |
| Q2 2019 | $891,000 | -2.9% | 7,124 | -4.4% | 0.37% | -11.6% |
| Q1 2019 | $918,000 | +70.0% | 7,452 | +67.6% | 0.42% | +14.0% |
| Q4 2018 | $540,000 | – | 4,447 | – | 0.36% | – |
Download | ||||||
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% |