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. | 1,401,136 | $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% |