ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,877 | -2.0% | 372 | 0.0% | 0.02% | +27.8% |
| Q1 2023 | $43,766 | +2.4% | 372 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $42,739 | -0.6% | 372 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $43,000 | -6.5% | 372 | -3.6% | 0.02% | -4.8% |
| Q2 2022 | $46,000 | -51.1% | 386 | -50.0% | 0.02% | +10.5% |
| Q1 2022 | $94,000 | +88.0% | 772 | +100.0% | 0.02% | -13.6% |
| Q4 2021 | $50,000 | 0.0% | 386 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $50,000 | +2.0% | 386 | +3.8% | 0.02% | -4.0% |
| Q2 2021 | $49,000 | +2.1% | 372 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $48,000 | -2.0% | 372 | 0.0% | 0.03% | -15.2% |
| Q4 2020 | $49,000 | -2.0% | 372 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $50,000 | 0.0% | 372 | 0.0% | 0.04% | -5.1% |
| Q2 2020 | $50,000 | -29.6% | 372 | -29.9% | 0.04% | -42.6% |
| Q1 2020 | $71,000 | +51.1% | 531 | +42.7% | 0.07% | +70.0% |
| Q4 2019 | $47,000 | – | 372 | – | 0.04% | – |
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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% |