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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,356 | -99.9% | 37,925 | +2.1% | 3.03% | -2.2% |
| Q3 2022 | $4,243,000 | -4.1% | 37,138 | +0.2% | 3.10% | -10.1% |
| Q2 2022 | $4,425,000 | -1.3% | 37,081 | +0.9% | 3.45% | +65.0% |
| Q1 2022 | $4,483,000 | -2.1% | 36,734 | +3.2% | 2.09% | -1.0% |
| Q4 2021 | $4,580,000 | 0.0% | 35,591 | +1.1% | 2.11% | -10.4% |
| Q3 2021 | $4,580,000 | -0.8% | 35,187 | -0.6% | 2.36% | +0.9% |
| Q2 2021 | $4,619,000 | -10.2% | 35,388 | -10.6% | 2.33% | -16.6% |
| Q1 2021 | $5,143,000 | +6945.2% | 39,594 | +7098.9% | 2.80% | +6892.5% |
| Q4 2020 | $73,000 | -77.4% | 550 | -77.3% | 0.04% | -79.6% |
| Q3 2020 | $323,000 | -13.2% | 2,418 | -13.1% | 0.20% | -16.2% |
| Q2 2020 | $372,000 | +615.4% | 2,784 | +619.4% | 0.23% | +515.8% |
| Q1 2020 | $52,000 | +147.6% | 387 | +130.4% | 0.04% | +100.0% |
| Q4 2019 | $21,000 | – | 168 | – | 0.02% | – |
Download | ||||||
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% |