ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $511,000 | -42.5% | 4,282 | -41.2% | 0.11% | -10.9% |
| Q1 2022 | $888,000 | +0.2% | 7,279 | +5.8% | 0.13% | +7.6% |
| Q4 2021 | $886,000 | +8.2% | 6,882 | +9.4% | 0.12% | +1.7% |
| Q3 2021 | $819,000 | +12.8% | 6,292 | +13.1% | 0.12% | +19.4% |
| Q2 2021 | $726,000 | +6.5% | 5,561 | +5.9% | 0.10% | 0.0% |
| Q1 2021 | $682,000 | +8.4% | 5,250 | +10.9% | 0.10% | +12.6% |
| Q4 2020 | $629,000 | +23.1% | 4,732 | +23.6% | 0.09% | -2.2% |
| Q3 2020 | $511,000 | +81.2% | 3,827 | +70.9% | 0.09% | +122.5% |
| Q4 2019 | $282,000 | +13.3% | 2,239 | +14.2% | 0.04% | 0.0% |
| Q3 2019 | $249,000 | – | 1,961 | – | 0.04% | – |
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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% |