ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,740 | +22.8% | 996 | +25.1% | 0.00% | +100.0% |
| Q2 2023 | $91,771 | -39.9% | 796 | -38.7% | 0.00% | -50.0% |
| Q1 2023 | $152,726 | -4.2% | 1,298 | -6.5% | 0.00% | -33.3% |
| Q4 2022 | $159,479 | +0.3% | 1,388 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $159,000 | -4.2% | 1,388 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $166,000 | -2.4% | 1,388 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $170,000 | -5.0% | 1,393 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $179,000 | -26.0% | 1,393 | -25.2% | 0.00% | -25.0% |
| Q3 2021 | $242,000 | -32.6% | 1,862 | -32.3% | 0.00% | -33.3% |
| Q2 2021 | $359,000 | -100.0% | 2,751 | -50.6% | 0.01% | 0.0% |
| Q1 2021 | $722,808,000 | +328449.1% | 5,564 | +236.4% | 0.01% | +20.0% |
| Q4 2020 | $220,000 | +2.8% | 1,654 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $214,000 | -3.6% | 1,599 | -3.6% | 0.01% | -16.7% |
| Q2 2020 | $222,000 | +8.3% | 1,658 | +7.4% | 0.01% | -25.0% |
| Q1 2020 | $205,000 | +47.5% | 1,544 | +38.8% | 0.01% | +100.0% |
| Q4 2019 | $139,000 | -0.7% | 1,112 | +0.1% | 0.00% | -20.0% |
| Q3 2019 | $140,000 | +7.7% | 1,111 | +7.2% | 0.01% | 0.0% |
| Q2 2019 | $130,000 | +26.2% | 1,036 | +20.2% | 0.01% | 0.0% |
| Q3 2018 | $103,000 | -5.5% | 862 | -5.0% | 0.01% | -28.6% |
| Q2 2018 | $109,000 | -76.8% | 907 | -76.7% | 0.01% | -78.1% |
| Q1 2018 | $469,000 | +784.9% | 3,896 | +783.4% | 0.03% | +700.0% |
| Q4 2017 | $53,000 | -32.9% | 441 | -31.4% | 0.00% | -50.0% |
| Q3 2017 | $79,000 | -3.7% | 643 | -3.2% | 0.01% | -11.1% |
| Q2 2017 | $82,000 | +41.4% | 664 | +39.5% | 0.01% | 0.0% |
| Q1 2017 | $58,000 | +38.1% | 476 | +37.2% | 0.01% | -52.6% |
| Q4 2016 | $42,000 | – | 347 | – | 0.02% | – |
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% |