ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
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. | 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% |