ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896 | +104.6% | 7,921 | +108.2% | 0.35% | +110.1% |
| Q2 2023 | $438 | -96.2% | 3,804 | -96.1% | 0.17% | -96.4% |
| Q1 2023 | $11,546 | -31.1% | 98,138 | -32.7% | 4.72% | -35.2% |
| Q4 2022 | $16,752 | -99.9% | 145,813 | -6.0% | 7.28% | -13.5% |
| Q3 2022 | $17,720,000 | -3.1% | 155,062 | +1.2% | 8.42% | +0.2% |
| Q2 2022 | $18,279,000 | +60.3% | 153,171 | +63.9% | 8.40% | +79.8% |
| Q1 2022 | $11,402,000 | – | 93,427 | – | 4.67% | – |
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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% |