ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $115,373 | -4.7% | 985 | -7.9% | 0.01% | -14.3% |
| Q3 2023 | $121,081 | -21.0% | 1,070 | -19.5% | 0.01% | -12.5% |
| Q2 2023 | $153,296 | -25.9% | 1,330 | -16.4% | 0.01% | -38.5% |
| Q3 2021 | $207,000 | -34.9% | 1,590 | -34.7% | 0.01% | -35.0% |
| Q2 2021 | $318,000 | -26.2% | 2,435 | -26.7% | 0.02% | -31.0% |
| Q1 2021 | $431,000 | +2.6% | 3,320 | +5.1% | 0.03% | -3.3% |
| Q4 2020 | $420,000 | +34.2% | 3,160 | +34.8% | 0.03% | +20.0% |
| Q3 2020 | $313,000 | -10.6% | 2,345 | -10.5% | 0.02% | -19.4% |
| Q2 2020 | $350,000 | +0.3% | 2,620 | 0.0% | 0.03% | -8.8% |
| Q1 2020 | $349,000 | +6.1% | 2,620 | 0.0% | 0.03% | +21.4% |
| Q4 2019 | $329,000 | +13.8% | 2,620 | +14.9% | 0.03% | -9.7% |
| Q3 2019 | $289,000 | +18.0% | 2,280 | +16.9% | 0.03% | +14.8% |
| Q2 2019 | $245,000 | +3.4% | 1,950 | +1.6% | 0.03% | +3.8% |
| Q1 2019 | $237,000 | +12.3% | 1,920 | +10.3% | 0.03% | +4.0% |
| Q4 2018 | $211,000 | +1.9% | 1,740 | 0.0% | 0.02% | +8.7% |
| Q3 2018 | $207,000 | -1.9% | 1,740 | +0.9% | 0.02% | -8.0% |
| Q4 2017 | $211,000 | -24.6% | 1,725 | -24.0% | 0.02% | -28.6% |
| Q3 2017 | $280,000 | – | 2,270 | – | 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% |