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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | -27.8% | 2,150 | -23.7% | 0.10% | -20.6% |
| Q4 2021 | $363,000 | -1.1% | 2,819 | 0.0% | 0.13% | -10.9% |
| Q3 2021 | $367,000 | -0.3% | 2,819 | 0.0% | 0.15% | -3.3% |
| Q2 2021 | $368,000 | -4.7% | 2,819 | -5.1% | 0.15% | -7.9% |
| Q1 2021 | $386,000 | -2.3% | 2,969 | 0.0% | 0.16% | -5.7% |
| Q4 2020 | $395,000 | -99.9% | 2,969 | -4.8% | 0.18% | -14.2% |
| Q3 2020 | $416,667,000 | +111308.3% | 3,119 | +11.4% | 0.20% | +2.5% |
| Q2 2020 | $374,000 | +3.0% | 2,799 | +2.9% | 0.20% | -17.4% |
| Q1 2020 | $363,000 | +68.1% | 2,719 | +58.2% | 0.24% | +121.1% |
| Q4 2019 | $216,000 | -99.9% | 1,719 | 0.0% | 0.11% | -9.9% |
| Q3 2019 | $217,969,000 | +0.8% | 1,719 | 0.0% | 0.12% | -0.8% |
| Q2 2019 | $216,181,000 | -26.8% | 1,719 | -28.3% | 0.12% | -32.2% |
| Q1 2019 | $295,434,000 | +93391.8% | 2,398 | -7.9% | 0.18% | -21.7% |
| Q4 2018 | $316,000 | -1.9% | 2,603 | -3.7% | 0.23% | -6.1% |
| Q3 2018 | $322,000 | -0.6% | 2,703 | 0.0% | 0.24% | +8.4% |
| Q2 2018 | $324,000 | -0.6% | 2,703 | 0.0% | 0.23% | -5.8% |
| Q1 2018 | $326,000 | -1.2% | 2,703 | 0.0% | 0.24% | -0.8% |
| Q4 2017 | $330,000 | – | 2,703 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |