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 | $4,209 | -17.4% | 37,199 | -15.5% | 0.30% | +138.6% |
| Q2 2023 | $5,095 | +493.1% | 44,013 | +502.9% | 0.13% | +202.4% |
| Q1 2023 | $859 | +14.7% | 7,300 | +12.0% | 0.04% | +2.4% |
| Q4 2022 | $749 | -99.9% | 6,517 | -2.3% | 0.04% | -10.9% |
| Q3 2022 | $762,000 | +7.0% | 6,670 | +11.8% | 0.05% | +17.9% |
| Q2 2022 | $712,000 | +20.5% | 5,967 | +23.3% | 0.04% | +25.8% |
| Q1 2022 | $591,000 | +6.9% | 4,839 | +12.7% | 0.03% | +14.8% |
| Q4 2021 | $553,000 | +9.9% | 4,294 | +7.1% | 0.03% | -10.0% |
| Q3 2021 | $503,000 | -5.1% | 4,010 | -1.2% | 0.03% | -9.1% |
| Q2 2021 | $530,000 | -1.3% | 4,058 | -1.9% | 0.03% | -19.5% |
| Q1 2021 | $537,000 | +2.5% | 4,135 | +5.0% | 0.04% | -4.7% |
| Q4 2020 | $524,000 | -17.7% | 3,937 | -17.5% | 0.04% | -51.1% |
| Q3 2020 | $637,000 | +19.5% | 4,770 | +19.6% | 0.09% | +6.0% |
| Q2 2020 | $533,000 | – | 3,987 | – | 0.08% | – |
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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% |