ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 457 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854 | +96.3% | 7,545 | +99.9% | 0.18% | +89.4% |
| Q2 2023 | $435 | -99.8% | 3,775 | +97.2% | 0.09% | +42.4% |
| Q1 2021 | $249,000 | +17.5% | 1,914 | +19.9% | 0.07% | +3.1% |
| Q4 2020 | $212,000 | -82.8% | 1,596 | -82.7% | 0.06% | -87.4% |
| Q3 2020 | $1,234,000 | -7.5% | 9,237 | -7.5% | 0.51% | -18.4% |
| Q2 2020 | $1,334,000 | +297.0% | 9,981 | +295.9% | 0.62% | +155.1% |
| Q1 2020 | $336,000 | -80.5% | 2,521 | -81.5% | 0.24% | -85.3% |
| Q3 2019 | $1,724,000 | – | 13,598 | – | 1.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |