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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $327,000 | -2.1% | 2,571 | -3.0% | 0.08% | -7.4% |
| Q1 2016 | $334,000 | +2.8% | 2,651 | 0.0% | 0.08% | -3.6% |
| Q4 2015 | $325,000 | -18.3% | 2,651 | -17.1% | 0.08% | -22.9% |
| Q3 2015 | $398,000 | -30.7% | 3,196 | -31.6% | 0.11% | -26.4% |
| Q2 2015 | $574,000 | -15.1% | 4,672 | -14.2% | 0.15% | -14.0% |
| Q1 2015 | $676,000 | -2.9% | 5,447 | -4.2% | 0.17% | -1.1% |
| Q4 2014 | $696,000 | +0.4% | 5,687 | -0.4% | 0.17% | -3.3% |
| Q3 2014 | $693,000 | -28.0% | 5,711 | -27.7% | 0.18% | -27.4% |
| Q2 2014 | $963,000 | -10.6% | 7,903 | -11.4% | 0.25% | -13.3% |
| Q1 2014 | $1,077,000 | -5.8% | 8,923 | -6.3% | 0.29% | -8.6% |
| Q4 2013 | $1,143,000 | -20.6% | 9,524 | -19.8% | 0.31% | -27.4% |
| Q3 2013 | $1,440,000 | -7.2% | 11,870 | -7.7% | 0.43% | -11.3% |
| Q2 2013 | $1,552,000 | – | 12,857 | – | 0.49% | – |
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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% |