ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $623,000 | +83.2% | 5,018 | +80.3% | 0.01% | +50.0% |
| Q4 2014 | $340,000 | +0.6% | 2,783 | -0.1% | 0.00% | -20.0% |
| Q3 2014 | $338,000 | +33.6% | 2,786 | +34.2% | 0.01% | +25.0% |
| Q2 2014 | $253,000 | -12.2% | 2,076 | -12.9% | 0.00% | 0.0% |
| Q1 2014 | $288,000 | +2.5% | 2,383 | +1.8% | 0.00% | -20.0% |
| Q4 2013 | $281,000 | -55.0% | 2,340 | -54.5% | 0.01% | -58.3% |
| Q3 2013 | $624,000 | -23.4% | 5,146 | -23.8% | 0.01% | -25.0% |
| Q2 2013 | $815,000 | – | 6,750 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 950,466 | $116,004,000 | 17.42% |
| Alhambra Investment Management LLC | 158,275 | $19,317,000 | 12.78% |
| Gould Capital, LLC | 100,344 | $12,247,000 | 8.80% |
| Rain Capital Management, LLC | 77,105 | $9,410,000 | 8.26% |
| Schoolcraft Capital LLC | 213,138 | $26,013,521 | 8.01% |
| SNS Financial Group, LLC | 588,278 | $71,799,000 | 7.97% |
| Kensington Asset Management, LLC | 368,900 | $45,024,245 | 7.85% |
| SBB Research Group LLC | 282,035 | $34,422,000 | 7.43% |
| Counterpoint Mutual Funds LLC | 78,126 | $9,535,000 | 7.36% |
| PROFFITT & GOODSON INC | 314,261 | $38,356,000 | 6.96% |