ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $553,502 | -21.2% | 4,665 | -22.7% | 0.10% | -22.5% |
| Q4 2022 | $702,668 | +11.4% | 6,032 | +9.1% | 0.13% | +1.6% |
| Q3 2022 | $631,000 | -61.9% | 5,529 | -60.0% | 0.13% | -60.8% |
| Q2 2022 | $1,654,000 | +17.1% | 13,827 | +18.1% | 0.32% | +25.6% |
| Q1 2022 | $1,413,000 | +144.9% | 11,705 | +157.8% | 0.26% | +143.4% |
| Q4 2021 | $577,000 | -41.0% | 4,540 | -39.6% | 0.11% | -51.6% |
| Q3 2021 | $978,000 | -79.6% | 7,517 | -79.6% | 0.22% | -76.5% |
| Q2 2021 | $4,801,000 | -57.0% | 36,780 | -57.2% | 0.93% | -62.8% |
| Q1 2021 | $11,166,000 | -4.3% | 85,963 | -2.0% | 2.51% | -4.2% |
| Q4 2020 | $11,668,000 | – | 87,742 | – | 2.62% | – |
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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% |