ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $55,000 | +1.9% | 450 | 0.0% | 0.01% | +25.0% |
Q3 2018 | $54,000 | -15.6% | 450 | -16.0% | 0.01% | -20.0% |
Q2 2018 | $64,000 | +18.5% | 536 | +19.1% | 0.01% | +11.1% |
Q1 2018 | $54,000 | -1.8% | 450 | 0.0% | 0.01% | +12.5% |
Q4 2017 | $55,000 | -1.8% | 450 | 0.0% | 0.01% | -11.1% |
Q3 2017 | $56,000 | -6.7% | 450 | -7.6% | 0.01% | -30.8% |
Q4 2015 | $60,000 | -73.1% | 487 | -72.8% | 0.01% | -72.9% |
Q3 2015 | $223,000 | +39.4% | 1,792 | +37.3% | 0.05% | +60.0% |
Q2 2015 | $160,000 | -49.2% | 1,305 | -48.5% | 0.03% | -36.2% |
Q1 2015 | $315,000 | +1.6% | 2,535 | 0.0% | 0.05% | -4.1% |
Q4 2014 | $310,000 | +17.4% | 2,535 | +16.6% | 0.05% | +14.0% |
Q3 2014 | $264,000 | -35.6% | 2,175 | -35.5% | 0.04% | -33.8% |
Q2 2014 | $410,000 | +184.7% | 3,370 | +182.0% | 0.06% | +150.0% |
Q1 2014 | $144,000 | -54.1% | 1,195 | -54.3% | 0.03% | -52.7% |
Q4 2013 | $314,000 | -0.9% | 2,615 | 0.0% | 0.06% | -8.3% |
Q3 2013 | $317,000 | -1.6% | 2,615 | -1.9% | 0.06% | -6.2% |
Q2 2013 | $322,000 | – | 2,665 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marks Wealth, LLC | 153,509 | $18,320,000 | 21.53% |
Verdad Advisers, LP | 180,000 | $21,481,000 | 20.25% |
Northstar Advisory Group, LLC | 184,730 | $22,046,000 | 16.37% |
Tanglewood Wealth Management, Inc. | 838,898 | $100,114,000 | 13.50% |
Alhambra Investment Management LLC | 148,119 | $17,677,000 | 12.79% |
SFMG, LLC | 762,205 | $90,962,000 | 10.55% |
Gould Capital, LLC | 100,913 | $12,043,000 | 9.69% |
SNS Financial Group, LLC | 588,951 | $70,285,000 | 9.16% |
Hilton Capital Management, LLC | 610,210 | $72,822,000 | 8.94% |
PROFFITT & GOODSON INC | 355,138 | $42,382,000 | 8.66% |