ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 8.00 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,000 | +89.7% | 426 | +97.2% | 0.00% | +100.0% |
| Q2 2020 | $29,000 | 0.0% | 216 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $29,000 | -12.1% | 216 | -17.2% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +22.2% | 261 | +20.8% | 0.00% | 0.0% |
| Q3 2019 | $27,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $27,000 | +200.0% | 216 | +188.0% | 0.00% | +100.0% |
| Q2 2018 | $9,000 | -86.6% | 75 | -86.4% | 0.00% | -75.0% |
| Q4 2017 | $67,000 | +63.4% | 550 | +70.8% | 0.00% | +33.3% |
| Q2 2016 | $41,000 | +4000.0% | 322 | +3120.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | -83.3% | 10 | -80.0% | 0.00% | – |
| Q4 2014 | $6,000 | +500.0% | 50 | +400.0% | 0.00% | – |
| Q3 2014 | $1,000 | -85.7% | 10 | -83.3% | 0.00% | -100.0% |
| Q2 2014 | $7,000 | +16.7% | 60 | +20.0% | 0.00% | – |
| Q1 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% |
| Q4 2013 | $6,000 | 0.0% | 50 | +2.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | – | 49 | – | 0.00% | – |
Download | ||||||
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% |