ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,445,000 | +0.3% | 10,809 | 0.0% | 0.27% | -14.4% |
| Q1 2020 | $1,441,000 | -29.7% | 10,809 | -33.7% | 0.31% | -15.6% |
| Q4 2019 | $2,050,000 | -0.8% | 16,300 | 0.0% | 0.37% | -5.4% |
| Q3 2019 | $2,067,000 | +0.8% | 16,300 | 0.0% | 0.39% | -15.0% |
| Q2 2019 | $2,050,000 | +2.1% | 16,300 | 0.0% | 0.46% | -14.3% |
| Q1 2019 | $2,008,000 | +1.5% | 16,300 | 0.0% | 0.54% | -11.2% |
| Q4 2018 | $1,979,000 | +1.9% | 16,300 | -0.1% | 0.61% | +1.5% |
| Q3 2018 | $1,943,000 | -0.7% | 16,322 | +0.1% | 0.60% | -1.3% |
| Q2 2018 | $1,956,000 | -0.5% | 16,300 | 0.0% | 0.60% | -3.4% |
| Q1 2018 | $1,966,000 | -1.3% | 16,300 | 0.0% | 0.63% | +11.8% |
| Q4 2017 | $1,991,000 | -1.1% | 16,300 | 0.0% | 0.56% | -4.4% |
| Q3 2017 | $2,013,000 | -0.0% | 16,300 | 0.0% | 0.59% | -17.9% |
| Q2 2017 | $2,014,000 | +0.4% | 16,300 | 0.0% | 0.71% | -4.2% |
| Q1 2017 | $2,006,000 | +0.5% | 16,300 | 0.0% | 0.74% | -4.5% |
| Q4 2016 | $1,997,000 | -3.2% | 16,300 | 0.0% | 0.78% | -40.0% |
| Q3 2016 | $2,063,000 | -0.6% | 16,300 | 0.0% | 1.30% | +8.8% |
| Q2 2016 | $2,076,000 | +1.1% | 16,300 | 0.0% | 1.19% | -10.7% |
| Q1 2016 | $2,053,000 | +2.7% | 16,300 | 0.0% | 1.34% | -6.8% |
| Q4 2015 | $1,999,000 | -1.6% | 16,300 | 0.0% | 1.43% | -11.1% |
| Q3 2015 | $2,032,000 | – | 16,300 | – | 1.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lyons Wealth Management, LLC. | 53,603 | $6,605,000 | 18.56% |
| Keel Point, LLC | 1,095,643 | $134,983,000 | 15.59% |
| ALTFEST L J & CO INC | 450,137 | $55,457,000 | 13.50% |
| One Day In July LLC | 109,960 | $13,547,000 | 9.65% |
| Mount Lucas Management LP | 436,335 | $53,756,000 | 8.90% |
| Deane Retirement Strategies, Inc. | 153,622 | $18,928,000 | 8.25% |
| LFA - Lugano Financial Advisors SA | 109,708 | $13,516,000 | 8.10% |
| PROFFITT & GOODSON INC | 259,807 | $32,008,000 | 8.08% |
| GM Advisory Group, LLC | 152,001 | $18,727,000 | 6.16% |
| Bangor Savings Bank | 254,843 | $31,396,000 | 5.90% |