ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 373 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $318,000 | +41.3% | 2,475 | +42.4% | 0.00% | – |
| Q3 2021 | $225,000 | +0.9% | 1,738 | +4.8% | 0.00% | -100.0% |
| Q3 2020 | $223,000 | +298.2% | 1,659 | +219.0% | 0.00% | – |
| Q1 2019 | $56,000 | -51.3% | 520 | -43.0% | 0.00% | – |
| Q4 2018 | $115,000 | -12.2% | 913 | -16.4% | 0.00% | – |
| Q3 2018 | $131,000 | -74.5% | 1,092 | -74.5% | 0.00% | -100.0% |
| Q2 2018 | $513,000 | +39.8% | 4,281 | +40.4% | 0.00% | +100.0% |
| Q1 2018 | $367,000 | +294.6% | 3,050 | +300.3% | 0.00% | – |
| Q4 2017 | $93,000 | -38.0% | 762 | -37.6% | 0.00% | -100.0% |
| Q3 2017 | $150,000 | -75.8% | 1,222 | -75.6% | 0.00% | -50.0% |
| Q2 2017 | $619,000 | +249.7% | 5,009 | +248.3% | 0.00% | +100.0% |
| Q1 2017 | $177,000 | +4325.0% | 1,438 | +4257.6% | 0.00% | – |
| Q3 2016 | $4,000 | -90.0% | 33 | -90.0% | 0.00% | – |
| Q4 2015 | $40,000 | +1233.3% | 330 | +1334.8% | 0.00% | – |
| Q3 2015 | $3,000 | -50.0% | 23 | -54.9% | 0.00% | – |
| Q2 2015 | $6,000 | -70.0% | 51 | -68.1% | 0.00% | – |
| Q1 2015 | $20,000 | +122.2% | 160 | +107.8% | 0.00% | – |
| Q4 2014 | $9,000 | – | 77 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 153,509 | $18,320,000 | 21.53% |
| Verdad Advisers, LP | 180,000 | $21,481,000 | 20.25% |
| Northstar Advisory Group, LLC | 184,730 | $22,046,000 | 16.37% |
| Tanglewood Wealth Management, Inc. | 838,898 | $100,114,000 | 13.50% |
| Alhambra Investment Management LLC | 148,119 | $17,677,000 | 12.79% |
| SFMG, LLC | 762,205 | $90,962,000 | 10.55% |
| Gould Capital, LLC | 100,913 | $12,043,000 | 9.69% |
| SNS Financial Group, LLC | 588,951 | $70,285,000 | 9.16% |
| Hilton Capital Management, LLC | 610,210 | $72,822,000 | 8.94% |
| PROFFITT & GOODSON INC | 355,138 | $42,382,000 | 8.66% |