ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $253,183 | -77.6% | 2,152 | -78.2% | 0.01% | -79.4% |
| Q4 2022 | $1,132,126 | +289.0% | 9,854 | +286.3% | 0.07% | +240.0% |
| Q3 2022 | $291,000 | +9.8% | 2,551 | +15.1% | 0.02% | +11.1% |
| Q2 2022 | $265,000 | -44.2% | 2,217 | -43.1% | 0.02% | -37.9% |
| Q1 2022 | $475,000 | +6.3% | 3,897 | +12.3% | 0.03% | +3.6% |
| Q4 2021 | $447,000 | -0.7% | 3,470 | +0.4% | 0.03% | -9.7% |
| Q3 2021 | $450,000 | -29.9% | 3,456 | -29.7% | 0.03% | -32.6% |
| Q2 2021 | $642,000 | -3.6% | 4,918 | -4.1% | 0.05% | -19.3% |
| Q1 2021 | $666,000 | -25.3% | 5,130 | -23.5% | 0.06% | -28.8% |
| Q4 2020 | $891,000 | -34.4% | 6,704 | -34.1% | 0.08% | -13.0% |
| Q3 2020 | $1,359,000 | +123.9% | 10,171 | +124.1% | 0.09% | +16.5% |
| Q2 2020 | $607,000 | +32.0% | 4,538 | +31.7% | 0.08% | -2.5% |
| Q1 2020 | $460,000 | -32.7% | 3,447 | -36.6% | 0.08% | -6.9% |
| Q4 2019 | $683,000 | +26.5% | 5,435 | +27.7% | 0.09% | 0.0% |
| Q3 2019 | $540,000 | -54.5% | 4,256 | -54.9% | 0.09% | -62.8% |
| Q2 2019 | $1,188,000 | -43.7% | 9,445 | -45.7% | 0.23% | -56.3% |
| Q4 2018 | $2,111,000 | +15.1% | 17,391 | +12.9% | 0.54% | +84.5% |
| Q3 2018 | $1,834,000 | +289.4% | 15,401 | +299.1% | 0.29% | +181.6% |
| Q4 2017 | $471,000 | -59.7% | 3,859 | -59.3% | 0.10% | -62.4% |
| Q3 2017 | $1,170,000 | – | 9,473 | – | 0.27% | – |
Download | ||||||
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% |