ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
| 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% |
| Voya Financial Advisors, Inc. | 474,174 | $53,629,055 | 6.68% |
| Lombard Odier Asset Management (USA) Corp | 2,500,000 | $282,900,000 | 6.35% |
| Matson Money. Inc. | 1,465,305 | $165,813,914 | 6.00% |
| Boltwood Capital Management | 141,409 | $16,001,842 | 5.93% |
| Berkshire Bank | 177,409 | $20,075,602 | 5.78% |
| Juniper Hill Capital Management LP | 153,297 | $17,347,089 | 5.65% |
| Strategic Point Investment Advisors, LLC | 231,899 | $26,241,662 | 5.60% |
| Lauer Wealth, LLC | 43,732 | $4,926,453 | 5.32% |
| Highview Capital Management LLC/DE/ | 81,941 | $9,272,444 | 5.30% |
| Antonetti Capital Management LLC | 29,170 | $3,300,878 | 5.16% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.