ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,246,791 | -2.0% | 10,817 | +2381.0% | 1.80% | +0.6% |
| Q1 2023 | $1,272,644 | +2.4% | 436 | -96.0% | 1.79% | -3.1% |
| Q4 2022 | $1,242,444 | -6.3% | 10,814 | -2.7% | 1.85% | +5.1% |
| Q2 2022 | $1,326,000 | -68.0% | 11,114 | -67.3% | 1.76% | -51.0% |
| Q1 2022 | $4,144,000 | +165.8% | 33,952 | +180.2% | 3.59% | +203.2% |
| Q4 2021 | $1,559,000 | – | 12,119 | – | 1.18% | – |
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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% |