ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,475,849 | +102279.2% | 180,946 | +1023.9% | 0.00% | – |
| Q4 2021 | $20,000 | 0.0% | 16,100 | +3.3% | 0.00% | – |
| Q3 2021 | $20,000 | -99.4% | 15,581 | -59.5% | 0.00% | -100.0% |
| Q2 2021 | $3,327,000 | +4.9% | 38,499 | +9.1% | 0.00% | 0.0% |
| Q1 2021 | $3,171,000 | -52.5% | 35,293 | -41.9% | 0.00% | 0.0% |
| Q4 2020 | $6,677,000 | +109.1% | 60,782 | +67.3% | 0.00% | 0.0% |
| Q3 2020 | $3,193,000 | -62.5% | 36,341 | -47.6% | 0.00% | -50.0% |
| Q2 2020 | $8,510,000 | +237.7% | 69,340 | +174.3% | 0.00% | +100.0% |
| Q1 2020 | $2,520,000 | +124.0% | 25,278 | +179.3% | 0.00% | – |
| Q4 2019 | $1,125,000 | -56.0% | 9,051 | -55.4% | 0.00% | -100.0% |
| Q3 2019 | $2,557,000 | -16.8% | 20,275 | -22.9% | 0.00% | 0.0% |
| Q2 2019 | $3,072,000 | -47.1% | 26,310 | -45.0% | 0.00% | 0.0% |
| Q1 2019 | $5,808,000 | -11.4% | 47,816 | -12.1% | 0.00% | -50.0% |
| Q4 2018 | $6,552,000 | +40.6% | 54,377 | +37.5% | 0.00% | +100.0% |
| Q3 2018 | $4,659,000 | +52.9% | 39,556 | +53.3% | 0.00% | 0.0% |
| Q2 2018 | $3,048,000 | +69.1% | 25,809 | -53.1% | 0.00% | – |
| Q1 2018 | $1,803,000 | +43.1% | 55,021 | +407.9% | 0.00% | – |
| Q4 2017 | $1,260,000 | +325.7% | 10,833 | +309.9% | 0.00% | – |
| Q4 2016 | $296,000 | – | 2,643 | – | 0.00% | – |
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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% |