ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283 | -26.9% | 2,454 | -25.4% | 0.03% | -42.9% |
| Q1 2023 | $387 | -99.8% | 3,289 | +96.7% | 0.05% | +122.7% |
| Q1 2021 | $217,000 | -60.5% | 1,672 | -59.3% | 0.02% | -70.7% |
| Q3 2020 | $549,000 | +17.1% | 4,108 | +17.0% | 0.08% | +13.6% |
| Q2 2020 | $469,000 | +12.7% | 3,510 | +12.6% | 0.07% | -2.9% |
| Q1 2020 | $416,000 | +15.6% | 3,118 | +9.9% | 0.07% | +25.9% |
| Q3 2019 | $360,000 | +0.6% | 2,838 | -0.4% | 0.05% | 0.0% |
| Q2 2019 | $358,000 | +69.7% | 2,848 | +66.3% | 0.05% | +58.8% |
| Q1 2019 | $211,000 | -8.3% | 1,713 | -11.4% | 0.03% | -8.1% |
| Q3 2018 | $230,000 | -22.3% | 1,933 | -21.6% | 0.04% | -27.5% |
| Q2 2018 | $296,000 | -3.9% | 2,464 | -3.6% | 0.05% | -34.6% |
| Q1 2018 | $308,000 | +26.2% | 2,556 | +29.4% | 0.08% | +25.8% |
| Q3 2017 | $244,000 | 0.0% | 1,975 | 0.0% | 0.06% | -4.6% |
| Q2 2017 | $244,000 | -30.3% | 1,975 | -30.6% | 0.06% | -35.0% |
| Q1 2017 | $350,000 | -30.4% | 2,847 | -30.6% | 0.10% | -52.2% |
| Q4 2016 | $503,000 | +6.8% | 4,102 | +10.2% | 0.21% | -4.1% |
| Q3 2016 | $471,000 | – | 3,722 | – | 0.22% | – |
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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% |