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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,474,069 | +11.4% | 63,528 | +8.8% | 1.32% | +3.1% |
| Q4 2022 | $6,706,704 | +9.4% | 58,375 | +8.8% | 1.28% | -6.2% |
| Q3 2022 | $6,132,000 | +4.3% | 53,656 | +8.9% | 1.36% | +3.6% |
| Q2 2022 | $5,880,000 | -7.3% | 49,273 | -6.6% | 1.32% | -5.6% |
| Q1 2022 | $6,341,000 | -2.2% | 52,773 | +4.7% | 1.40% | -3.8% |
| Q4 2021 | $6,486,000 | – | 50,406 | – | 1.45% | – |
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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% |