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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $223,001 | -36.3% | 1,941 | -28.0% | 0.11% | -47.0% |
| Q1 2021 | $350,000 | -35.4% | 2,694 | -33.9% | 0.22% | -36.4% |
| Q4 2020 | $542,000 | -28.3% | 4,078 | -28.0% | 0.34% | -22.3% |
| Q3 2020 | $756,000 | -10.2% | 5,660 | -10.2% | 0.44% | -11.2% |
| Q2 2020 | $842,000 | -4.3% | 6,300 | -4.6% | 0.49% | -14.6% |
| Q1 2020 | $880,000 | +1.3% | 6,603 | -3.6% | 0.57% | +23.4% |
| Q4 2019 | $869,000 | -2.7% | 6,851 | -3.9% | 0.46% | -1.7% |
| Q3 2019 | $893,000 | +1.4% | 7,129 | +1.8% | 0.47% | -1.5% |
| Q2 2019 | $881,000 | +3.0% | 7,004 | +2.2% | 0.48% | +99.2% |
| Q1 2019 | $855,000 | – | 6,852 | – | 0.24% | – |
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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% |