ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 371 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 | $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. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |