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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $18,000 | -5.3% | 142 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | -54.8% | 142 | -56.3% | 0.01% | -56.2% |
| Q1 2021 | $42,000 | -61.1% | 325 | -60.1% | 0.02% | -64.4% |
| Q4 2020 | $108,000 | -48.8% | 814 | -48.5% | 0.04% | -58.7% |
| Q3 2020 | $211,000 | -18.2% | 1,582 | -17.9% | 0.11% | -24.3% |
| Q2 2020 | $258,000 | -15.7% | 1,928 | -15.4% | 0.14% | -62.0% |
| Q1 2020 | $306,000 | -71.6% | 2,280 | -73.3% | 0.38% | -33.4% |
| Q4 2019 | $1,078,000 | -54.3% | 8,532 | -54.2% | 0.57% | -63.8% |
| Q3 2019 | $2,359,000 | -2.4% | 18,616 | -3.2% | 1.57% | -2.6% |
| Q2 2019 | $2,417,000 | -0.2% | 19,227 | -2.2% | 1.61% | -7.1% |
| Q1 2019 | $2,422,000 | – | 19,659 | – | 1.74% | – |
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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% |