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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $206,240 | -6.2% | 1,753 | -8.4% | 0.04% | -10.6% |
| Q4 2022 | $219,805 | -3.2% | 1,913 | -3.8% | 0.05% | -11.3% |
| Q3 2022 | $227,000 | -20.9% | 1,988 | -17.3% | 0.05% | -8.6% |
| Q2 2022 | $287,000 | -4.7% | 2,403 | -2.7% | 0.06% | +16.0% |
| Q1 2022 | $301,000 | -8.2% | 2,469 | -3.1% | 0.05% | -3.8% |
| Q4 2021 | $328,000 | -43.0% | 2,548 | -41.0% | 0.05% | -57.0% |
| Q4 2020 | $575,000 | +28.6% | 4,321 | +29.2% | 0.12% | -39.2% |
| Q3 2020 | $447,000 | -0.7% | 3,344 | -0.8% | 0.20% | -15.3% |
| Q2 2020 | $450,000 | -9.1% | 3,370 | -9.2% | 0.24% | -27.5% |
| Q1 2020 | $495,000 | -1.6% | 3,711 | -7.3% | 0.32% | +1.9% |
| Q4 2019 | $503,000 | – | 4,003 | – | 0.32% | – |
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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% |