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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,082,722 | +83.1% | 26,832 | +105.0% | 0.07% | +105.9% |
| Q4 2021 | $1,684,000 | +291.6% | 13,089 | +296.3% | 0.03% | +277.8% |
| Q3 2021 | $430,000 | -92.9% | 3,303 | -92.9% | 0.01% | -93.1% |
| Q2 2021 | $6,083,000 | -0.2% | 46,602 | -0.7% | 0.13% | -13.3% |
| Q1 2021 | $6,096,000 | +23.5% | 46,939 | +26.4% | 0.15% | +15.4% |
| Q4 2020 | $4,938,000 | +3.2% | 37,130 | +3.7% | 0.13% | -8.5% |
| Q3 2020 | $4,783,000 | +71.7% | 35,806 | +71.8% | 0.14% | +59.6% |
| Q2 2020 | $2,786,000 | – | 20,841 | – | 0.09% | – |
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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% |