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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $762,725 | -81.4% | 6,483 | -81.8% | 0.00% | -75.0% |
| Q4 2022 | $4,096,977 | +1607.1% | 35,660 | +1599.7% | 0.00% | – |
| Q3 2022 | $240,000 | -73.1% | 2,098 | -71.9% | 0.00% | -100.0% |
| Q2 2022 | $891,000 | +138.9% | 7,470 | +144.2% | 0.00% | – |
| Q1 2022 | $373,000 | -28.5% | 3,059 | -24.7% | 0.00% | – |
| Q4 2021 | $522,000 | -63.2% | 4,060 | -62.7% | 0.00% | -100.0% |
| Q3 2021 | $1,417,000 | -37.7% | 10,889 | -37.5% | 0.00% | 0.0% |
| Q2 2021 | $2,275,000 | -62.4% | 17,429 | -62.5% | 0.00% | -66.7% |
| Q1 2021 | $6,044,000 | +130.9% | 46,535 | +136.4% | 0.00% | +200.0% |
| Q4 2020 | $2,618,000 | -50.8% | 19,684 | -50.6% | 0.00% | -66.7% |
| Q3 2020 | $5,323,000 | +173.7% | 39,850 | +173.8% | 0.00% | +200.0% |
| Q2 2020 | $1,945,000 | +214.2% | 14,552 | +181.7% | 0.00% | 0.0% |
| Q2 2018 | $619,000 | -74.4% | 5,165 | -74.3% | 0.00% | -50.0% |
| Q1 2018 | $2,421,000 | +477.8% | 20,072 | +485.7% | 0.00% | – |
| Q4 2017 | $419,000 | +66.9% | 3,427 | +68.4% | 0.00% | – |
| Q3 2017 | $251,000 | -95.2% | 2,035 | -95.2% | 0.00% | -100.0% |
| Q4 2016 | $5,185,000 | -76.4% | 42,323 | -76.4% | 0.01% | -80.0% |
| Q4 2015 | $21,956,000 | -48.6% | 179,073 | -47.7% | 0.02% | -51.0% |
| Q3 2015 | $42,718,000 | +940.6% | 342,709 | +926.5% | 0.05% | +1175.0% |
| Q2 2015 | $4,105,000 | -50.1% | 33,387 | -49.6% | 0.00% | -50.0% |
| Q1 2015 | $8,219,000 | +62.0% | 66,192 | +59.5% | 0.01% | +60.0% |
| Q4 2014 | $5,075,000 | -35.9% | 41,495 | -36.4% | 0.01% | -16.7% |
| Q3 2014 | $7,912,000 | +76.2% | 65,218 | +76.9% | 0.01% | +50.0% |
| Q2 2014 | $4,491,000 | +32.1% | 36,872 | +30.9% | 0.00% | +33.3% |
| Q1 2014 | $3,399,000 | -27.9% | 28,165 | -28.3% | 0.00% | -25.0% |
| Q4 2013 | $4,712,000 | +34.2% | 39,255 | +35.7% | 0.00% | +33.3% |
| Q3 2013 | $3,511,000 | -16.5% | 28,933 | -17.0% | 0.00% | -25.0% |
| Q2 2013 | $4,206,000 | -67.6% | 34,840 | -66.8% | 0.00% | -69.2% |
| Q1 2013 | $12,971,000 | – | 105,037 | – | 0.01% | – |
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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% |