ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,081 | +4.7% | 200,255 | +7.7% | 0.38% | -1.3% |
| Q1 2023 | $22,053 | +69.7% | 185,882 | +64.4% | 0.38% | +57.2% |
| Q4 2022 | $12,994 | -99.9% | 113,100 | +13.6% | 0.24% | +17.4% |
| Q3 2022 | $11,379,000 | -4.9% | 99,568 | -0.7% | 0.21% | -13.8% |
| Q2 2022 | $11,966,000 | +363.4% | 100,270 | +399.8% | 0.24% | +380.0% |
| Q4 2021 | $2,582,000 | +6.9% | 20,063 | +7.5% | 0.05% | 0.0% |
| Q3 2021 | $2,416,000 | -1.7% | 18,671 | -0.4% | 0.05% | -10.7% |
| Q2 2021 | $2,458,000 | -22.2% | 18,754 | -22.9% | 0.06% | -30.9% |
| Q1 2021 | $3,159,000 | +12.6% | 24,318 | +14.6% | 0.08% | +2.5% |
| Q4 2020 | $2,806,000 | +94.7% | 21,225 | +96.8% | 0.08% | +64.6% |
| Q3 2020 | $1,441,000 | +62.1% | 10,783 | +62.2% | 0.05% | +45.5% |
| Q2 2020 | $889,000 | -91.2% | 6,647 | -91.8% | 0.03% | -92.8% |
| Q2 2019 | $10,153,000 | +93.6% | 81,088 | +90.5% | 0.46% | +76.9% |
| Q1 2019 | $5,245,000 | -64.5% | 42,573 | -65.1% | 0.26% | -71.2% |
| Q4 2018 | $14,763,000 | +470.4% | 121,887 | +469.1% | 0.90% | +86.4% |
| Q4 2017 | $2,588,000 | – | 21,417 | – | 0.48% | – |
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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% |