ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 488 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $262,000 | -27.6% | 2,034 | -26.9% | 0.08% | -34.2% |
| Q3 2021 | $362,000 | -23.6% | 2,784 | -23.4% | 0.11% | -19.1% |
| Q2 2021 | $474,000 | -85.3% | 3,633 | -85.0% | 0.14% | -86.4% |
| Q4 2020 | $3,223,000 | +498.0% | 24,238 | +499.8% | 1.04% | +254.5% |
| Q3 2020 | $539,000 | -88.1% | 4,041 | -88.1% | 0.29% | -84.6% |
| Q2 2020 | $4,533,000 | -20.7% | 33,916 | -25.4% | 1.89% | -9.1% |
| Q4 2019 | $5,718,000 | +31.6% | 45,471 | +32.7% | 2.08% | -8.3% |
| Q3 2019 | $4,346,000 | +208.0% | 34,275 | +205.5% | 2.27% | +181.3% |
| Q2 2019 | $1,411,000 | -4.9% | 11,220 | -6.8% | 0.81% | -37.8% |
| Q1 2019 | $1,483,000 | – | 12,041 | – | 1.30% | – |
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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% |