ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 572 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891,045 | +156774.1% | 53,247 | +979.8% | 0.01% | +400.0% |
| Q2 2023 | $568 | 0.0% | 4,931 | +2.5% | 0.00% | -88.2% |
| Q1 2023 | $568 | -94.3% | 4,810 | +6146.8% | 0.02% | – |
| Q1 2021 | $10,000 | -100.0% | 77 | -98.1% | 0.00% | -100.0% |
| Q1 2020 | $539,105,000 | +382244.0% | 4,052 | +253.0% | 1.67% | +1619.6% |
| Q4 2019 | $141,000 | -88.6% | 1,148 | -88.3% | 0.10% | -90.9% |
| Q3 2019 | $1,239,000 | +122.4% | 9,772 | +120.5% | 1.07% | +133.5% |
| Q2 2019 | $557,000 | +125.5% | 4,431 | +120.1% | 0.46% | +128.5% |
| Q1 2019 | $247,000 | -90.6% | 2,013 | -90.8% | 0.20% | -92.7% |
| Q3 2018 | $2,622,000 | -74.3% | 21,980 | -74.2% | 2.74% | -71.3% |
| Q2 2018 | $10,196,000 | +362.6% | 85,053 | +360.3% | 9.56% | +323.8% |
| Q1 2018 | $2,204,000 | – | 18,477 | – | 2.26% | – |
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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% |