ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $80,000 | -4.8% | 700 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $84,000 | -1.2% | 700 | 0.0% | 0.06% | +15.1% |
| Q1 2022 | $85,000 | -5.6% | 700 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $90,000 | +8.4% | 700 | +9.4% | 0.05% | -1.8% |
| Q3 2021 | $83,000 | -1.2% | 640 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $84,000 | +1.2% | 640 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $83,000 | -2.4% | 640 | 0.0% | 0.06% | -12.7% |
| Q4 2020 | $85,000 | 0.0% | 640 | 0.0% | 0.07% | -12.3% |
| Q3 2020 | $85,000 | -18.3% | 640 | -17.4% | 0.08% | -26.4% |
| Q2 2020 | $104,000 | +1.0% | 775 | 0.0% | 0.11% | -12.0% |
| Q1 2020 | $103,000 | +836.4% | 775 | +761.1% | 0.12% | +1150.0% |
| Q4 2019 | $11,000 | – | 90 | – | 0.01% | – |
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% |