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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $353,625 | -64.4% | 3,125 | -63.8% | 0.00% | -80.0% |
Q4 2022 | $992,650 | +16444.2% | 8,640 | +16201.9% | 0.01% | – |
Q3 2022 | $6,000 | -70.0% | 53 | -67.7% | 0.00% | – |
Q2 2022 | $20,000 | 0.0% | 164 | 0.0% | 0.00% | – |
Q1 2022 | $20,000 | -58.3% | 164 | -55.7% | 0.00% | – |
Q4 2021 | $48,000 | +300.0% | 370 | +297.8% | 0.00% | – |
Q3 2021 | $12,000 | -100.0% | 93 | -100.0% | 0.00% | -100.0% |
Q2 2021 | $76,187,000 | +17.2% | 583,676 | +16.6% | 0.87% | -15.8% |
Q1 2021 | $65,017,000 | +45.4% | 500,551 | +49.5% | 1.03% | +61.6% |
Q3 2020 | $44,719,000 | – | 334,747 | – | 0.64% | – |
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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% |