ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679 | -1.9% | 6 | 0.0% | 0.00% | – |
| Q2 2023 | $692 | -2.0% | 6 | 0.0% | 0.00% | – |
| Q1 2023 | $706 | -97.1% | 6 | -96.8% | 0.00% | -100.0% |
| Q1 2021 | $24,000 | -82.6% | 188 | -81.9% | 0.00% | -91.7% |
| Q3 2020 | $138,000 | +206.7% | 1,036 | +211.1% | 0.05% | +128.6% |
| Q2 2020 | $45,000 | +2.3% | 333 | 0.0% | 0.02% | -22.2% |
| Q1 2020 | $44,000 | -10.2% | 333 | -14.8% | 0.03% | +12.5% |
| Q4 2019 | $49,000 | -3.9% | 391 | -3.5% | 0.02% | -11.1% |
| Q3 2019 | $51,000 | -51.0% | 405 | -50.8% | 0.03% | -55.0% |
| Q2 2019 | $104,000 | -97.2% | 824 | -97.3% | 0.06% | -97.1% |
| Q1 2019 | $3,720,000 | +10528.6% | 30,198 | +10313.1% | 2.08% | +8566.7% |
| Q4 2018 | $35,000 | -99.5% | 290 | -99.5% | 0.02% | -99.4% |
| Q3 2018 | $6,826,000 | +51.6% | 57,331 | +52.8% | 3.90% | +41.9% |
| Q2 2018 | $4,503,000 | +49933.3% | 37,522 | +48005.1% | 2.75% | +45666.7% |
| Q1 2018 | $9,000 | -80.4% | 78 | -79.4% | 0.01% | -78.6% |
| Q4 2017 | $46,000 | – | 378 | – | 0.03% | – |
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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% |