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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $303,000 | +17.9% | 2,540 | +20.5% | 0.20% | +46.8% |
| Q1 2022 | $257,000 | -5.2% | 2,108 | +0.2% | 0.14% | +39.0% |
| Q4 2021 | $271,000 | +7.1% | 2,104 | +8.1% | 0.10% | 0.0% |
| Q3 2021 | $253,000 | +8.1% | 1,946 | +8.5% | 0.10% | +7.5% |
| Q2 2021 | $234,000 | +1.7% | 1,794 | +1.1% | 0.09% | -7.0% |
| Q1 2021 | $230,000 | +1.3% | 1,774 | +4.0% | 0.10% | +2.0% |
| Q4 2020 | $227,000 | +2.3% | 1,706 | +2.6% | 0.10% | -10.9% |
| Q3 2020 | $222,000 | +6.7% | 1,662 | +6.8% | 0.11% | -6.8% |
| Q2 2020 | $208,000 | +2.5% | 1,556 | +2.2% | 0.12% | -31.8% |
| Q1 2020 | $203,000 | +16.7% | 1,522 | +10.2% | 0.17% | +21.0% |
| Q4 2019 | $174,000 | – | 1,381 | – | 0.14% | – |
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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% |