ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $69,164 | +87.5% | 611 | +90.9% | 0.01% | +100.0% |
Q2 2023 | $36,883 | +1129.4% | 320 | +966.7% | 0.00% | – |
Q3 2022 | $3,000 | -25.0% | 30 | 0.0% | 0.00% | -100.0% |
Q2 2022 | $4,000 | +33.3% | 30 | +15.4% | 0.00% | – |
Q1 2022 | $3,000 | -25.0% | 26 | -23.5% | 0.00% | -100.0% |
Q4 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $4,000 | +100.0% | 34 | +78.9% | 0.00% | – |
Q1 2021 | $2,000 | +100.0% | 19 | +111.1% | 0.00% | – |
Q4 2020 | $1,000 | -98.5% | 9 | -98.2% | 0.00% | -100.0% |
Q2 2020 | $66,000 | – | 495 | – | 0.02% | – |
Q4 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2017 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $3,000 | -89.3% | 22 | -90.5% | 0.00% | -91.3% |
Q4 2016 | $28,000 | – | 232 | – | 0.02% | – |
Download |
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% |