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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,657,016 | -29.7% | 14,643 | -28.4% | 2.23% | -11.1% |
| Q2 2023 | $2,357,389 | -3.4% | 20,453 | -1.4% | 2.51% | -4.3% |
| Q1 2023 | $2,441,078 | +2.5% | 20,749 | -0.3% | 2.62% | -0.3% |
| Q4 2022 | $2,380,975 | -0.3% | 20,817 | -0.3% | 2.63% | -6.5% |
| Q3 2022 | $2,387,000 | -5.5% | 20,890 | -1.2% | 2.81% | -0.4% |
| Q2 2022 | $2,525,000 | -2.4% | 21,154 | -0.3% | 2.82% | +8.9% |
| Q1 2022 | $2,588,000 | -35.2% | 21,215 | -35.1% | 2.59% | -33.1% |
| Q4 2021 | $3,992,000 | – | 32,711 | – | 3.87% | – |
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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% |