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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,099,962 | +91.2% | 26,982 | +90.2% | 0.00% | – |
| Q3 2022 | $1,621,000 | -6.2% | 14,185 | -2.0% | 0.00% | – |
| Q2 2022 | $1,728,000 | -94.0% | 14,477 | -93.8% | 0.00% | -100.0% |
| Q1 2022 | $28,586,000 | +3.0% | 234,202 | +8.6% | 0.00% | 0.0% |
| Q4 2021 | $27,764,000 | -3.8% | 215,729 | -2.7% | 0.00% | -50.0% |
| Q3 2021 | $28,871,000 | -0.0% | 221,796 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $28,875,000 | +0.5% | 221,212 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,731,000 | -1.9% | 221,212 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $29,286,000 | -0.5% | 220,243 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $29,445,000 | +0.3% | 220,396 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $29,355,000 | -0.4% | 219,638 | -0.6% | 0.00% | -33.3% |
| Q1 2020 | $29,465,000 | +6.0% | 220,974 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $27,787,000 | -1.0% | 220,974 | -0.2% | 0.00% | 0.0% |
| Q3 2019 | $28,073,000 | +0.9% | 221,427 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $27,817,000 | +2.2% | 221,193 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $27,228,000 | +1.0% | 221,022 | -0.4% | 0.00% | 0.0% |
| Q4 2018 | $26,956,000 | -53.4% | 221,936 | -54.3% | 0.00% | -50.0% |
| Q3 2018 | $57,867,000 | -71.4% | 485,950 | -71.2% | 0.00% | -76.5% |
| Q2 2018 | $202,567,000 | -0.5% | 1,688,338 | +0.0% | 0.02% | 0.0% |
| Q1 2018 | $203,533,000 | +11664.9% | 1,687,676 | +11826.2% | 0.02% | – |
| Q4 2017 | $1,730,000 | +8.0% | 14,151 | +9.1% | 0.00% | – |
| Q3 2017 | $1,602,000 | -0.1% | 12,976 | 0.0% | 0.00% | – |
| Q2 2017 | $1,603,000 | +0.4% | 12,976 | 0.0% | 0.00% | – |
| Q1 2017 | $1,597,000 | +0.9% | 12,976 | +0.4% | 0.00% | – |
| Q4 2016 | $1,583,000 | – | 12,925 | – | 0.00% | – |
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% |