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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $225,000 | -19.1% | 1,685 | -19.1% | 0.09% | -25.6% |
| Q2 2020 | $278,000 | -0.7% | 2,082 | -0.9% | 0.12% | -14.2% |
| Q1 2020 | $280,000 | -1.4% | 2,101 | -7.2% | 0.14% | +12.8% |
| Q4 2019 | $284,000 | -11.8% | 2,265 | -10.9% | 0.12% | -16.7% |
| Q3 2019 | $322,000 | +6.6% | 2,542 | +5.6% | 0.15% | +11.9% |
| Q2 2019 | $302,000 | +21.3% | 2,408 | +19.3% | 0.13% | +26.4% |
| Q1 2019 | $249,000 | +10.2% | 2,018 | +8.3% | 0.11% | -5.4% |
| Q4 2018 | $226,000 | – | 1,864 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |