MBL Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,925,342
+17.8%
149,570
+20.0%
2.38%
+17.6%
Q2 2023$14,364,278
+6.2%
124,625
+8.4%
2.03%
-4.1%
Q1 2023$13,522,221
+176499.5%
114,936
+72.5%
2.11%
+44.4%
Q4 2022$7,657
+2.8%
66,644
+2.2%
1.46%
-8.9%
Q3 2022$7,45265,2071.61%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,752,238$198,283,30133.63%
Pacific Sage Partners, LLC 360,214$40,761,79912.26%
Johnson Financial Group, Inc. 1,226,546$138,795,9839.64%
Gould Capital, LLC 96,985$10,905,9638.81%
DDFG, Inc 207,233$23,450,4938.64%
Eley Financial Management, Inc 136,854$15,478,1877.88%
Bond & Devick Financial Network, Inc. 107,359$12,148,7447.81%
Parkside Advisors LLC 221,219$25,033,0887.78%
SNS Financial Group, LLC 497,777$56,328,4277.43%
Hilton Capital Management, LLC 473,308$53,559,5047.14%
View complete list of ISHARES TR shareholders