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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $346,011 | -24.0% | 3,002 | -22.4% | 0.50% | -26.1% |
Q1 2023 | $455,070 | +2.4% | 3,868 | 0.0% | 0.67% | +13.6% |
Q4 2022 | $444,395 | -10.0% | 3,868 | -10.5% | 0.59% | -53.5% |
Q3 2022 | $494,000 | +6.9% | 4,324 | +11.8% | 1.27% | +82.1% |
Q2 2022 | $462,000 | -2.1% | 3,868 | 0.0% | 0.70% | +68.8% |
Q1 2022 | $472,000 | -93.9% | 3,868 | -93.6% | 0.41% | -93.5% |
Q4 2021 | $7,758,000 | – | 60,294 | – | 6.32% | – |
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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% |