ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,943 | -11.7% | 9,301 | -10.1% | 0.09% | -9.5% |
| Q2 2023 | $1,191,823 | -18.8% | 10,343 | -17.5% | 0.10% | -21.5% |
| Q1 2023 | $1,468,592 | -18.1% | 12,536 | -19.7% | 0.12% | -22.4% |
| Q4 2022 | $1,792,973 | +6.5% | 15,606 | +6.1% | 0.16% | -3.1% |
| Q3 2022 | $1,684,000 | +20.5% | 14,709 | +24.9% | 0.16% | +23.8% |
| Q2 2022 | $1,398,000 | +556.3% | 11,774 | +573.6% | 0.13% | +622.2% |
| Q1 2022 | $213,000 | – | 1,748 | – | 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% |