Running Point Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.

Quarter-by-quarter ownership
Running Point Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$33,000
-95.7%
257
-95.6%
0.02%
-94.1%
Q3 2021$768,000
+8.0%
5,897
+8.3%
0.34%
+5.6%
Q2 2021$711,000
+0.4%
5,4470.0%0.32%
-17.4%
Q1 2021$708,000
-2.2%
5,4470.0%0.39%
-7.6%
Q4 2020$724,0005,4470.42%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,401,136$160,976,56624.11%
Pacific Sage Partners, LLC 294,130$33,792,59611.22%
Highview Capital Management LLC/DE/ 151,810$17,441,45110.62%
Rain Capital Management, LLC 114,237$13,124,6549.85%
Gould Capital, LLC 98,843$11,356,0729.07%
SNS Financial Group, LLC 534,467$61,404,8738.29%
Eley Financial Management, Inc 129,042$14,825,6357.99%
Bond & Devick Financial Network, Inc. 93,206$10,708,4377.63%
Heirloom Wealth Management 102,555$11,782,5447.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 145,813$16,7527.28%
View complete list of ISHARES TR shareholders