ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,170 | +6.8% | 98,713 | +8.8% | 1.78% | +33.2% |
| Q2 2023 | $10,457 | +3.6% | 90,729 | +5.7% | 1.34% | -27.3% |
| Q1 2023 | $10,098 | -98.4% | 85,828 | -59.4% | 1.84% | +1184.6% |
| Q3 2022 | $620,000 | -84.9% | 211,189 | +513.8% | 0.14% | -77.2% |
| Q2 2022 | $4,106,000 | +1371.7% | 34,406 | -99.2% | 0.63% | -48.3% |
| Q1 2022 | $279,000 | -93.5% | 4,160,250 | +12122.4% | 1.21% | +109.3% |
| Q4 2021 | $4,317,000 | +7.4% | 34,038 | +10.2% | 0.58% | +5.3% |
| Q3 2021 | $4,019,000 | +3.4% | 30,877 | +5.7% | 0.55% | -11.0% |
| Q4 2020 | $3,885,000 | – | 29,213 | – | 0.62% | – |
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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% |