Pacific Sage Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Pacific Sage Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,761,799
+0.2%
360,214
+2.0%
12.26%
+1.8%
Q2 2023$40,685,107
+17.1%
352,985
+19.5%
12.04%
+7.7%
Q1 2023$34,756,184
+2.9%
295,420
+0.4%
11.18%
-0.4%
Q4 2022$33,792,596294,13011.22%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders