ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 193 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $45,000 | -94.4% | 375 | -93.8% | 0.00% | -95.5% |
| Q4 2020 | $798,000 | -0.5% | 6,000 | 0.0% | 0.02% | -12.0% |
| Q3 2020 | $802,000 | 0.0% | 6,000 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $802,000 | -50.6% | 6,000 | -50.8% | 0.03% | -57.8% |
| Q1 2020 | $1,624,000 | +5.6% | 12,183 | -0.4% | 0.06% | +30.6% |
| Q4 2019 | $1,538,000 | -0.3% | 12,228 | +0.6% | 0.05% | -9.3% |
| Q3 2019 | $1,542,000 | +2.2% | 12,160 | +1.3% | 0.05% | 0.0% |
| Q2 2019 | $1,509,000 | +2.1% | 12,000 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $1,478,000 | -42.2% | 12,000 | -42.5% | 0.06% | -54.1% |
| Q4 2016 | $2,556,000 | +23.0% | 20,867 | +27.1% | 0.12% | +20.8% |
| Q3 2016 | $2,078,000 | -6.5% | 16,423 | -5.9% | 0.10% | -9.0% |
| Q2 2016 | $2,223,000 | +1.1% | 17,452 | 0.0% | 0.11% | -2.6% |
| Q1 2016 | $2,198,000 | +2.7% | 17,452 | 0.0% | 0.11% | +3.6% |
| Q4 2015 | $2,140,000 | -1.6% | 17,452 | 0.0% | 0.11% | -6.8% |
| Q3 2015 | $2,175,000 | +7.7% | 17,452 | +6.3% | 0.12% | +18.0% |
| Q2 2015 | $2,019,000 | -1.0% | 16,423 | 0.0% | 0.10% | -2.0% |
| Q1 2015 | $2,039,000 | +1.5% | 16,423 | 0.0% | 0.10% | +3.0% |
| Q4 2014 | $2,009,000 | +0.9% | 16,423 | 0.0% | 0.10% | -2.9% |
| Q3 2014 | $1,992,000 | -0.4% | 16,423 | 0.0% | 0.10% | -1.0% |
| Q2 2014 | $2,000,000 | – | 16,423 | – | 0.10% | – |
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% |