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 | $4,014,585 | +1470444.0% | 35,477 | +1422.0% | 0.02% | +950.0% |
| Q4 2022 | $273 | -99.9% | 2,331 | +14.5% | 0.00% | 0.0% |
| Q3 2022 | $230,000 | -50.0% | 2,035 | -47.4% | 0.00% | -50.0% |
| Q2 2022 | $460,000 | -0.4% | 3,872 | +0.3% | 0.00% | +33.3% |
| Q1 2022 | $462,000 | +71.1% | 3,860 | +81.5% | 0.00% | +50.0% |
| Q4 2021 | $270,000 | +9.3% | 2,127 | +10.8% | 0.00% | +100.0% |
| Q3 2021 | $247,000 | -2.4% | 1,919 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $253,000 | -6.6% | 1,919 | -7.7% | 0.00% | 0.0% |
| Q1 2021 | $271,000 | -1.8% | 2,080 | -0.1% | 0.00% | 0.0% |
| Q4 2020 | $276,000 | -6.8% | 2,083 | -6.3% | 0.00% | 0.0% |
| Q3 2020 | $296,000 | -2.6% | 2,223 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $304,000 | -30.4% | 2,279 | -30.3% | 0.00% | -50.0% |
| Q1 2020 | $437,000 | +8.4% | 3,271 | +3.6% | 0.00% | +33.3% |
| Q4 2019 | $403,000 | -7.4% | 3,158 | -8.4% | 0.00% | 0.0% |
| Q3 2019 | $435,000 | +18.9% | 3,446 | +18.1% | 0.00% | 0.0% |
| Q2 2019 | $366,000 | -7.3% | 2,919 | -9.3% | 0.00% | 0.0% |
| Q1 2019 | $395,000 | -24.8% | 3,217 | -25.5% | 0.00% | -25.0% |
| Q4 2018 | $525,000 | +101.1% | 4,321 | +96.6% | 0.00% | +100.0% |
| Q3 2018 | $261,000 | -2.6% | 2,198 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $268,000 | -5.0% | 2,240 | -4.8% | 0.00% | 0.0% |
| Q1 2018 | $282,000 | +8.5% | 2,354 | +9.6% | 0.00% | 0.0% |
| Q4 2017 | $260,000 | +19.3% | 2,148 | +21.4% | 0.00% | 0.0% |
| Q3 2017 | $218,000 | -34.7% | 1,770 | -34.3% | 0.00% | 0.0% |
| Q2 2017 | $334,000 | -10.0% | 2,696 | -10.0% | 0.00% | -33.3% |
| Q1 2017 | $371,000 | +3.6% | 2,997 | +2.9% | 0.00% | 0.0% |
| Q4 2016 | $358,000 | -54.6% | 2,913 | -53.6% | 0.00% | -57.1% |
| Q3 2016 | $789,000 | -13.5% | 6,277 | -12.8% | 0.01% | -12.5% |
| Q2 2016 | $912,000 | +293.1% | 7,197 | +290.7% | 0.01% | +300.0% |
| Q1 2016 | $232,000 | +2.7% | 1,842 | +0.8% | 0.00% | 0.0% |
| Q4 2015 | $226,000 | -68.6% | 1,827 | -69.2% | 0.00% | -60.0% |
| Q3 2013 | $720,000 | -37.2% | 5,938 | -37.5% | 0.01% | -44.4% |
| Q2 2013 | $1,147,000 | – | 9,505 | – | 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% |