ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,998 | -20.9% | 7,971 | +88466.7% | 0.00% | – |
| Q3 2019 | $1,141,000 | +0.8% | 9 | 0.0% | 0.00% | – |
| Q2 2019 | $1,132,000 | +2.1% | 9 | 0.0% | 0.00% | – |
| Q1 2019 | $1,109,000 | +1.5% | 9 | 0.0% | 0.00% | – |
| Q4 2018 | $1,093,000 | +2.0% | 9 | 0.0% | 0.00% | – |
| Q3 2018 | $1,072,000 | -0.7% | 9 | 0.0% | 0.00% | – |
| Q2 2018 | $1,080,000 | -99.9% | 9 | -99.9% | 0.00% | -100.0% |
| Q3 2017 | $965,107,000 | +9873.2% | 7,814 | -90.0% | 0.00% | -88.9% |
| Q1 2015 | $9,677,000 | +35.4% | 77,931 | +33.4% | 0.01% | +28.6% |
| Q4 2014 | $7,145,000 | -49.2% | 58,420 | -49.6% | 0.01% | -50.0% |
| Q3 2014 | $14,076,000 | +466.0% | 116,027 | +468.2% | 0.01% | +366.7% |
| Q2 2014 | $2,487,000 | -79.4% | 20,421 | -79.6% | 0.00% | -76.9% |
| Q1 2014 | $12,062,000 | +17.9% | 99,927 | +17.2% | 0.01% | +8.3% |
| Q4 2013 | $10,234,000 | +111.2% | 85,260 | +112.5% | 0.01% | +100.0% |
| Q2 2013 | $4,845,000 | – | 40,127 | – | 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% |