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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,230,585 | -10.7% | 74,054 | -7.4% | 0.11% | -7.5% |
| Q2 2023 | $9,219,186 | -29.8% | 79,986 | -28.3% | 0.12% | -26.4% |
| Q1 2023 | $13,130,564 | +98.1% | 111,607 | +94.6% | 0.16% | +68.0% |
| Q4 2022 | $6,626,722 | -45.2% | 57,353 | -46.1% | 0.10% | -50.0% |
| Q3 2022 | $12,098,000 | +39.4% | 106,395 | +46.2% | 0.19% | +48.1% |
| Q2 2022 | $8,681,000 | -22.6% | 72,782 | -20.6% | 0.13% | -13.8% |
| Q1 2022 | $11,221,000 | +36.1% | 91,717 | +42.9% | 0.15% | +38.2% |
| Q4 2021 | $8,242,000 | -7.5% | 64,205 | -5.9% | 0.11% | -21.4% |
| Q3 2021 | $8,911,000 | +7.3% | 68,242 | +8.1% | 0.14% | -5.4% |
| Q2 2021 | $8,307,000 | – | 63,104 | – | 0.15% | – |
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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% |