ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 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. | 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% |