ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $261 | -23.5% | 2,136 | -19.5% | 0.02% | -30.8% |
| Q4 2021 | $341 | -33.9% | 2,653 | -33.0% | 0.03% | -48.0% |
| Q3 2021 | $516 | -19.5% | 3,961 | -19.4% | 0.05% | -34.2% |
| Q2 2021 | $641 | -84.4% | 4,914 | -84.5% | 0.08% | -88.1% |
| Q1 2021 | $4,115 | +32.8% | 31,683 | +35.9% | 0.64% | +3.7% |
| Q4 2020 | $3,099 | -0.1% | 23,306 | +0.4% | 0.62% | -16.7% |
| Q3 2020 | $3,101 | -99.9% | 23,213 | +0.4% | 0.74% | -5.7% |
| Q2 2020 | $3,091,000 | +11.7% | 23,127 | +11.4% | 0.79% | +10.1% |
| Q1 2020 | $2,768,000 | – | 20,755 | – | 0.71% | – |
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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% |