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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,526 | +94043.9% | 3,619 | -4.2% | 0.02% | 0.0% |
| Q2 2023 | $435 | +1.4% | 3,778 | +3.6% | 0.02% | -5.3% |
| Q1 2023 | $429 | +1.7% | 3,646 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $422 | -99.9% | 3,675 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $420,000 | +1.9% | 3,675 | +6.5% | 0.02% | +10.5% |
| Q2 2022 | $412,000 | -2.1% | 3,451 | 0.0% | 0.02% | +18.8% |
| Q1 2022 | $421,000 | -4.1% | 3,451 | +1.1% | 0.02% | 0.0% |
| Q4 2021 | $439,000 | -49.8% | 3,412 | -49.2% | 0.02% | -52.9% |
| Q3 2021 | $874,000 | -0.2% | 6,712 | 0.0% | 0.03% | +3.0% |
| Q2 2021 | $876,000 | +1.2% | 6,712 | +0.7% | 0.03% | -5.7% |
| Q1 2021 | $866,000 | -2.4% | 6,667 | 0.0% | 0.04% | -5.4% |
| Q4 2020 | $887,000 | -0.4% | 6,667 | 0.0% | 0.04% | -9.8% |
| Q3 2020 | $891,000 | -0.4% | 6,667 | -0.4% | 0.04% | -6.8% |
| Q2 2020 | $895,000 | -1.3% | 6,694 | -1.6% | 0.04% | -17.0% |
| Q1 2020 | $907,000 | +36.8% | 6,800 | +24.9% | 0.05% | +29.3% |
| Q3 2013 | $663,000 | – | 5,444 | – | 0.04% | – |
Download | ||||||
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% |