ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,564 | -16.6% | 2,948 | -15.1% | 0.09% | -14.5% |
| Q2 2023 | $400,035 | -25.3% | 3,471 | -23.8% | 0.11% | -28.6% |
| Q1 2023 | $535,745 | +3.0% | 4,554 | +0.6% | 0.15% | -3.8% |
| Q4 2022 | $520,190 | -24.9% | 4,528 | -25.3% | 0.16% | -31.9% |
| Q3 2022 | $692,417 | -97.3% | 6,059 | -97.1% | 0.24% | -97.1% |
| Q2 2022 | $25,347,045 | -2.6% | 212,394 | -0.3% | 8.12% | +1.4% |
| Q1 2022 | $26,013,521 | -1.9% | 213,138 | +3.5% | 8.01% | -0.2% |
| Q4 2021 | $26,508,924 | +4.8% | 206,023 | +6.0% | 8.02% | -5.5% |
| Q3 2021 | $25,294,469 | +3.8% | 194,319 | +4.1% | 8.49% | -3.6% |
| Q2 2021 | $24,370,092 | +9.0% | 186,701 | +8.5% | 8.81% | -1.3% |
| Q1 2021 | $22,347,964 | +8.9% | 172,053 | +11.5% | 8.93% | +3.7% |
| Q4 2020 | $20,523,086 | +3.7% | 154,332 | +4.2% | 8.61% | -7.5% |
| Q3 2020 | $19,790,621 | +6.0% | 148,144 | +6.1% | 9.31% | +0.7% |
| Q2 2020 | $18,666,528 | +3578.1% | 139,646 | +3569.1% | 9.24% | +2890.0% |
| Q1 2020 | $507,508 | +92.6% | 3,806 | +81.7% | 0.31% | +130.6% |
| Q4 2019 | $263,441 | – | 2,095 | – | 0.13% | – |
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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% |