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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,401,136 | $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% |