ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,346,769 | +426.1% | 11,722 | +424.0% | 0.36% | +367.1% |
| Q3 2022 | $256,000 | -2.3% | 2,237 | +3.4% | 0.08% | +13.4% |
| Q2 2022 | $262,000 | -23.2% | 2,163 | -22.6% | 0.07% | -18.3% |
| Q1 2022 | $341,000 | -18.0% | 2,796 | -13.6% | 0.08% | -31.1% |
| Q4 2021 | $416,000 | -17.9% | 3,237 | -16.8% | 0.12% | -28.3% |
| Q3 2021 | $507,000 | -35.2% | 3,892 | -35.2% | 0.17% | -36.4% |
| Q2 2021 | $783,000 | -0.1% | 6,002 | -0.6% | 0.26% | -13.0% |
| Q1 2021 | $784,000 | +20.6% | 6,037 | +23.5% | 0.30% | -13.3% |
| Q4 2020 | $650,000 | -21.0% | 4,887 | -20.7% | 0.35% | -32.3% |
| Q3 2020 | $823,000 | +96.9% | 6,163 | +97.1% | 0.51% | +69.8% |
| Q2 2020 | $418,000 | – | 3,127 | – | 0.30% | – |
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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% |