ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,416 | -31.0% | 5,138 | -29.7% | 0.01% | -29.4% |
| Q2 2023 | $842,205 | +114.7% | 7,307 | +119.2% | 0.02% | +6.2% |
| Q1 2023 | $392,245 | -25.6% | 3,334 | -27.4% | 0.02% | -20.0% |
| Q4 2022 | $527,345 | -13.6% | 4,590 | -14.0% | 0.02% | -42.9% |
| Q3 2022 | $610,000 | -53.3% | 5,337 | -51.2% | 0.04% | -55.1% |
| Q2 2022 | $1,306,000 | +185.8% | 10,941 | +207.9% | 0.08% | +212.0% |
| Q1 2022 | $457,000 | 0.0% | 3,553 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $457,000 | – | 3,553 | +355200.0% | 0.02% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2020 | $94,000 | -95.8% | 710 | -95.7% | 0.01% | -96.3% |
| Q3 2020 | $2,219,000 | +54.7% | 16,608 | +54.8% | 0.19% | +39.6% |
| Q2 2020 | $1,434,000 | +675.1% | 10,730 | +674.2% | 0.13% | +509.1% |
| Q1 2020 | $185,000 | +180.3% | 1,386 | +164.0% | 0.02% | +175.0% |
| Q4 2019 | $66,000 | +500.0% | 525 | +510.5% | 0.01% | +300.0% |
| Q3 2019 | $11,000 | +83.3% | 86 | +72.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | – | 50 | – | 0.00% | – |
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% |