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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,401,136 | $160,976,566 | 24.11% |
| Pacific Sage Partners, LLC | 294,130 | $33,792,596 | 11.22% |
| Highview Capital Management LLC/DE/ | 151,810 | $17,441,451 | 10.62% |
| Rain Capital Management, LLC | 114,237 | $13,124,654 | 9.85% |
| Gould Capital, LLC | 98,843 | $11,356,072 | 9.07% |
| SNS Financial Group, LLC | 534,467 | $61,404,873 | 8.29% |
| Eley Financial Management, Inc | 129,042 | $14,825,635 | 7.99% |
| Bond & Devick Financial Network, Inc. | 93,206 | $10,708,437 | 7.63% |
| Heirloom Wealth Management | 102,555 | $11,782,544 | 7.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 145,813 | $16,752 | 7.28% |