ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,656 | +2.5% | 300 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $33,813 | -1.5% | 300 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $34,344 | -3.1% | 300 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $35,444 | +2.6% | 300 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $34,539 | -19.7% | 300 | -21.7% | 0.02% | -25.8% |
| Q3 2022 | $43,000 | -6.5% | 383 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $46,000 | -4.2% | 383 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $48,000 | -2.0% | 383 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $49,000 | – | 383 | – | 0.03% | – |
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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% |