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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |