ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | -5.1% | 1,672 | 0.0% | 0.14% | 0.0% |
| Q4 2021 | $215,000 | -1.4% | 1,672 | 0.0% | 0.14% | -9.5% |
| Q3 2021 | $218,000 | 0.0% | 1,672 | 0.0% | 0.16% | +0.6% |
| Q2 2021 | $218,000 | -4.0% | 1,672 | -4.3% | 0.16% | -10.8% |
| Q1 2021 | $227,000 | -1.3% | 1,747 | +1.2% | 0.18% | -4.9% |
| Q4 2020 | $230,000 | +0.9% | 1,727 | +1.2% | 0.18% | -10.6% |
| Q3 2020 | $228,000 | +3.6% | 1,707 | +3.6% | 0.21% | -5.0% |
| Q2 2020 | $220,000 | -2.7% | 1,647 | -2.9% | 0.22% | -21.0% |
| Q1 2020 | $226,000 | – | 1,697 | – | 0.28% | – |
Download | ||||||
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% |