ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $232,000 | -22.7% | 1,745 | -22.3% | 0.04% | -33.9% |
| Q3 2020 | $300,000 | -2.9% | 2,245 | -2.9% | 0.06% | -7.5% |
| Q2 2020 | $309,000 | -14.4% | 2,312 | -14.7% | 0.07% | -24.7% |
| Q1 2020 | $361,000 | -94.7% | 2,709 | -95.0% | 0.09% | -93.5% |
| Q4 2019 | $6,770,000 | +4.3% | 53,838 | +5.2% | 1.36% | -5.7% |
| Q3 2019 | $6,491,000 | +4.7% | 51,190 | +3.8% | 1.44% | -17.6% |
| Q2 2019 | $6,202,000 | +60.8% | 49,316 | +57.6% | 1.75% | +49.1% |
| Q1 2019 | $3,856,000 | +1677.0% | 31,301 | +1622.7% | 1.17% | +1763.5% |
| Q2 2018 | $217,000 | +5.9% | 1,817 | +6.8% | 0.06% | +6.8% |
| Q1 2018 | $205,000 | +34.0% | 1,701 | +33.9% | 0.06% | +51.3% |
| Q4 2017 | $153,000 | – | 1,270 | – | 0.04% | – |
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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% |