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 | $11,436 | +65.2% | 101 | +68.3% | 0.00% | 0.0% |
| Q2 2023 | $6,923 | -2.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,066 | +2.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,900 | +15.0% | 60 | +9.1% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -62.5% | 55 | -60.1% | 0.00% | -66.7% |
| Q2 2022 | $16,000 | +33.3% | 138 | +46.8% | 0.00% | +50.0% |
| Q1 2022 | $12,000 | 0.0% | 94 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 90 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | +71.4% | 89 | +61.8% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -80.6% | 55 | -79.9% | 0.00% | -81.8% |
| Q1 2021 | $36,000 | -12.2% | 274 | -10.7% | 0.01% | -21.4% |
| Q4 2020 | $41,000 | +2.5% | 307 | +1.7% | 0.01% | -12.5% |
| Q3 2020 | $40,000 | +21.2% | 302 | +23.3% | 0.02% | 0.0% |
| Q2 2020 | $33,000 | +3.1% | 245 | +1.2% | 0.02% | -20.0% |
| Q1 2020 | $32,000 | +3.2% | 242 | -0.8% | 0.02% | +11.1% |
| Q4 2019 | $31,000 | +63.2% | 244 | +59.5% | 0.02% | +50.0% |
| Q3 2019 | $19,000 | 0.0% | 153 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $19,000 | +5.6% | 153 | +7.0% | 0.01% | 0.0% |
| Q1 2019 | $18,000 | -25.0% | 143 | -28.1% | 0.01% | -36.4% |
| Q4 2018 | $24,000 | – | 199 | – | 0.02% | – |
Download | ||||||
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% |