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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $31,000 | -40.4% | 252 | -39.1% | 0.03% | -41.3% |
| Q3 2019 | $52,000 | -3.7% | 414 | -6.5% | 0.05% | -2.1% |
| Q2 2019 | $54,000 | -3.6% | 443 | -4.1% | 0.05% | +46.9% |
| Q1 2019 | $56,000 | -42.3% | 462 | -43.7% | 0.03% | -50.8% |
| Q4 2018 | $97,000 | -11.0% | 821 | -10.3% | 0.06% | +22.6% |
| Q3 2018 | $109,000 | -0.9% | 915 | 0.0% | 0.05% | -5.4% |
| Q2 2018 | $110,000 | +4.8% | 915 | +3.2% | 0.06% | 0.0% |
| Q1 2018 | $105,000 | +4.0% | 887 | +3.6% | 0.06% | +1.8% |
| Q4 2017 | $101,000 | -8.2% | 856 | -7.7% | 0.06% | -12.7% |
| Q3 2017 | $110,000 | +19.6% | 927 | +19.8% | 0.06% | +10.5% |
| Q2 2017 | $92,000 | -37.8% | 774 | -36.2% | 0.06% | -58.4% |
| Q1 2017 | $148,000 | -20.9% | 1,214 | -21.0% | 0.14% | -30.5% |
| Q4 2016 | $187,000 | – | 1,536 | – | 0.20% | – |
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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% |