ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 457 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $217,150 | -2.2% | 1,509 | -11.8% | 0.02% | 0.0% |
| Q1 2021 | $222,000 | -14.0% | 1,710 | -15.3% | 0.02% | -11.1% |
| Q4 2020 | $258,000 | -40.7% | 2,020 | -37.9% | 0.02% | -51.4% |
| Q3 2020 | $435,000 | -56.2% | 3,254 | -56.5% | 0.04% | -60.6% |
| Q2 2020 | $994,000 | +71.4% | 7,474 | +71.9% | 0.09% | +13.3% |
| Q1 2020 | $580,000 | +16.7% | 4,348 | +10.0% | 0.08% | +56.6% |
| Q4 2019 | $497,000 | – | 3,952 | – | 0.05% | – |
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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% |