ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 572 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 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. | 1,752,238 | $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% |