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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,258,000 | -2.0% | 10,544 | +0.2% | 0.19% | +18.2% |
| Q1 2022 | $1,284,000 | +62.3% | 10,518 | +73.6% | 0.16% | +47.2% |
| Q2 2021 | $791,000 | +0.8% | 6,058 | +0.2% | 0.11% | -6.9% |
| Q1 2021 | $785,000 | -2.2% | 6,047 | +0.1% | 0.12% | -9.4% |
| Q4 2020 | $803,000 | +15.0% | 6,040 | +15.6% | 0.13% | -3.8% |
| Q3 2020 | $698,000 | +57.6% | 5,224 | +57.6% | 0.13% | +40.0% |
| Q2 2020 | $443,000 | +74.4% | 3,314 | +73.7% | 0.10% | +30.1% |
| Q1 2020 | $254,000 | – | 1,908 | – | 0.07% | – |
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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% |