ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,732,000 | +4.0% | 29,003 | +5.2% | 1.15% | -0.7% |
| Q3 2021 | $3,590,000 | +10.8% | 27,581 | +11.1% | 1.16% | +9.9% |
| Q2 2021 | $3,240,000 | -12.0% | 24,819 | -12.4% | 1.05% | -19.2% |
| Q1 2021 | $3,680,000 | -3.8% | 28,330 | -1.5% | 1.30% | -11.6% |
| Q4 2020 | $3,826,000 | +14.9% | 28,767 | +15.4% | 1.47% | +1.4% |
| Q3 2020 | $3,330,000 | +11.4% | 24,929 | +21.9% | 1.45% | -4.6% |
| Q2 2020 | $2,988,000 | -7.5% | 20,450 | -15.6% | 1.52% | -13.5% |
| Q1 2020 | $3,230,000 | – | 24,222 | – | 1.76% | – |
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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% |