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 | $2,780,179 | +18.3% | 24,599 | +20.6% | 0.31% | +18.5% |
| Q2 2023 | $2,350,258 | -7.3% | 20,398 | -5.3% | 0.26% | -4.1% |
| Q1 2023 | $2,534,652 | +8.9% | 21,544 | +6.4% | 0.27% | -1.5% |
| Q4 2022 | $2,327,327 | +9.4% | 20,257 | +8.1% | 0.27% | +5.8% |
| Q3 2022 | $2,127,000 | +2.8% | 18,736 | +9.8% | 0.26% | +4.9% |
| Q2 2022 | $2,070,000 | -1.1% | 17,070 | -0.5% | 0.25% | +1.2% |
| Q1 2022 | $2,094,000 | +15.2% | 17,159 | +20.1% | 0.24% | +5.2% |
| Q4 2021 | $1,817,000 | – | 14,290 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |