ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,315,000 | +2.1% | 11,021 | +4.4% | 0.01% | +20.0% |
| Q1 2022 | $1,288,000 | -6.3% | 10,556 | -0.0% | 0.01% | -16.7% |
| Q3 2021 | $1,375,000 | -1.0% | 10,561 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $1,389,000 | +1.1% | 10,638 | +0.5% | 0.01% | -14.3% |
| Q1 2021 | $1,374,000 | +1.9% | 10,580 | +4.4% | 0.01% | -12.5% |
| Q4 2020 | $1,348,000 | -76.7% | 10,134 | -77.8% | 0.01% | -82.6% |
| Q3 2019 | $5,797,000 | -22.3% | 45,714 | -24.5% | 0.05% | -29.2% |
| Q1 2019 | $7,456,000 | -73.8% | 60,522 | -74.1% | 0.06% | -53.6% |
| Q4 2018 | $28,410,000 | +392.7% | 234,024 | +416.8% | 0.14% | +75.0% |
| Q2 2016 | $5,766,000 | +40.8% | 45,279 | +35.3% | 0.08% | +3.9% |
| Q4 2014 | $4,094,000 | +4.1% | 33,469 | +3.3% | 0.08% | -2.5% |
| Q3 2014 | $3,932,000 | -6.4% | 32,411 | -6.0% | 0.08% | +31.7% |
| Q2 2014 | $4,200,000 | -28.4% | 34,482 | -29.0% | 0.06% | -33.3% |
| Q1 2014 | $5,865,000 | -9.3% | 48,588 | -9.8% | 0.09% | -15.1% |
| Q4 2013 | $6,466,000 | -60.3% | 53,867 | -59.9% | 0.11% | -64.7% |
| Q3 2013 | $16,290,000 | +25.0% | 134,266 | +24.4% | 0.30% | +15.4% |
| Q2 2013 | $13,034,000 | – | 107,954 | – | 0.26% | – |
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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% |