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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -41.6% | 1,721 | -40.1% | 0.07% | -37.4% |
| Q1 2022 | $351,000 | -6.9% | 2,874 | -1.9% | 0.11% | -7.0% |
| Q4 2021 | $377,000 | -11.1% | 2,930 | -10.1% | 0.12% | -23.3% |
| Q3 2021 | $424,000 | -21.6% | 3,259 | -21.4% | 0.15% | -25.0% |
| Q2 2021 | $541,000 | -71.8% | 4,145 | -71.9% | 0.20% | -75.8% |
| Q1 2021 | $1,919,000 | – | 14,771 | – | 0.83% | – |
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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% |