ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $232,000 | -14.7% | 2,033 | -10.7% | 0.05% | -13.1% |
| Q2 2022 | $272,000 | -15.3% | 2,276 | -13.5% | 0.06% | -10.3% |
| Q1 2022 | $321,000 | -90.8% | 2,630 | -90.3% | 0.07% | -91.1% |
| Q4 2021 | $3,481,000 | -4.3% | 27,054 | -3.1% | 0.77% | -13.0% |
| Q3 2021 | $3,636,000 | +81.1% | 27,932 | +81.6% | 0.88% | +74.9% |
| Q2 2021 | $2,008,000 | +10.7% | 15,384 | +10.1% | 0.50% | +7.4% |
| Q1 2021 | $1,814,000 | +80.7% | 13,969 | +86.0% | 0.47% | +41.6% |
| Q2 2020 | $1,004,000 | +45.9% | 7,512 | +45.6% | 0.33% | +22.1% |
| Q1 2020 | $688,000 | +10.1% | 5,159 | +3.9% | 0.27% | +36.0% |
| Q4 2019 | $625,000 | +66.7% | 4,967 | +68.1% | 0.20% | +53.8% |
| Q3 2019 | $375,000 | +38.4% | 2,954 | +36.9% | 0.13% | +28.7% |
| Q2 2019 | $271,000 | +3287.5% | 2,157 | +3026.1% | 0.10% | +2425.0% |
| Q3 2018 | $8,000 | -38.5% | 69 | -38.4% | 0.00% | -42.9% |
| Q2 2018 | $13,000 | -67.5% | 112 | -66.7% | 0.01% | -70.8% |
| Q1 2018 | $40,000 | -81.7% | 336 | -81.3% | 0.02% | -84.7% |
| Q4 2017 | $219,000 | – | 1,797 | – | 0.16% | – |
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% |