ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,422 | +3.5% | 3,026 | +4.3% | 0.01% | -25.0% |
| Q3 2022 | $331,000 | +819.4% | 2,900 | +869.9% | 0.01% | +700.0% |
| Q1 2022 | $36,000 | -5.3% | 299 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | -2.6% | 299 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | -25.0% | 299 | -24.5% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +33.3% | 396 | +32.4% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | -2.5% | 299 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | 0.0% | 299 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | -16.7% | 299 | -17.4% | 0.00% | 0.0% |
| Q2 2020 | $48,000 | +269.2% | 362 | +273.2% | 0.00% | – |
| Q1 2020 | $13,000 | -51.9% | 97 | -55.5% | 0.00% | -100.0% |
| Q4 2019 | $27,000 | -3.6% | 218 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | +600.0% | 218 | +560.6% | 0.00% | – |
| Q2 2019 | $4,000 | – | 33 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |