ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,266,000 | +25.7% | 9,729 | +26.2% | 0.08% | +25.0% |
| Q2 2021 | $1,007,000 | 0.0% | 7,711 | -0.5% | 0.07% | -8.1% |
| Q1 2021 | $1,007,000 | -19.2% | 7,751 | -17.3% | 0.07% | -22.9% |
| Q4 2020 | $1,247,000 | +49.7% | 9,375 | +49.2% | 0.10% | +31.5% |
| Q3 2020 | $833,000 | +14.4% | 6,284 | +15.4% | 0.07% | +4.3% |
| Q2 2020 | $728,000 | +87.6% | 5,445 | +70.3% | 0.07% | +45.8% |
| Q4 2018 | $388,000 | – | 3,197 | – | 0.05% | – |
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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% |