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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $239,000 | -7.7% | 1,900 | -9.5% | 0.00% | -33.3% |
| Q1 2019 | $259,000 | -52.7% | 2,100 | -54.3% | 0.00% | -40.0% |
| Q3 2018 | $548,000 | -30.8% | 4,600 | -30.3% | 0.01% | -37.5% |
| Q2 2018 | $792,000 | +72.9% | 6,600 | +73.7% | 0.01% | +60.0% |
| Q1 2018 | $458,000 | -62.9% | 3,800 | -62.4% | 0.01% | -66.7% |
| Q4 2017 | $1,234,000 | +69.3% | 10,100 | +71.2% | 0.02% | +50.0% |
| Q3 2017 | $729,000 | +3.6% | 5,900 | +3.5% | 0.01% | -16.7% |
| Q2 2017 | $704,000 | -10.7% | 5,700 | -10.9% | 0.01% | 0.0% |
| Q1 2017 | $788,000 | +34.0% | 6,400 | +33.3% | 0.01% | +33.3% |
| Q4 2016 | $588,000 | +8.1% | 4,800 | +11.6% | 0.01% | 0.0% |
| Q3 2016 | $544,000 | +31.4% | 4,300 | +32.2% | 0.01% | +200.0% |
| Q2 2016 | $414,000 | +82.4% | 3,252 | +80.5% | 0.00% | +50.0% |
| Q1 2016 | $227,000 | -58.9% | 1,802 | -60.0% | 0.00% | -50.0% |
| Q4 2015 | $552,000 | +92.3% | 4,502 | +95.6% | 0.00% | +100.0% |
| Q3 2015 | $287,000 | -29.5% | 2,302 | -29.8% | 0.00% | 0.0% |
| Q1 2015 | $407,000 | -28.7% | 3,277 | -29.8% | 0.00% | -50.0% |
| Q4 2014 | $571,000 | -37.0% | 4,671 | -37.5% | 0.00% | 0.0% |
| Q3 2014 | $906,000 | -41.1% | 7,471 | -40.8% | 0.00% | -50.0% |
| Q2 2014 | $1,538,000 | +110.7% | 12,630 | +108.9% | 0.01% | +166.7% |
| Q1 2014 | $730,000 | +4.6% | 6,047 | +5.1% | 0.00% | 0.0% |
| Q3 2013 | $698,000 | – | 5,751 | – | 0.00% | – |
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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% |