ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 647 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 12.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $82,215 | -0.3% | 712 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $82,457 | -1.1% | 712 | 0.0% | 0.01% | -11.1% |
| Q4 2023 | $83,397 | +3.5% | 712 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $80,570 | -1.8% | 712 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $82,065 | -2.0% | 712 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $83,767 | +2.4% | 712 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $81,802 | +1.0% | 712 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $81,000 | -4.7% | 712 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $85,000 | -2.3% | 712 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $87,000 | -5.4% | 712 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $92,000 | – | 712 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 309,172 | $36,213,316 | 19.46% |
| Tanglewood Wealth Management, Inc. | 1,203,211 | $140,932,063 | 17.25% |
| Strategic Point Investment Advisors, LLC | 375,589 | $43,992,739 | 8.50% |
| DDFG, Inc | 207,321 | $24,283,537 | 8.22% |
| Gould Capital, LLC | 93,625 | $10,966,296 | 8.02% |
| Parkside Advisors LLC | 233,146 | $27,308,340 | 7.56% |
| Johnson Financial Group, Inc. | 1,179,767 | $138,186,067 | 7.56% |
| Bond & Devick Financial Network, Inc. | 108,179 | $12,671,006 | 7.21% |
| SNS Financial Group, LLC | 471,115 | $55,181,727 | 6.54% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 438,951 | $51,414,353 | 6.03% |