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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $678,000 | -10.6% | 5,073 | -15.8% | 0.00% | – |
| Q2 2019 | $758,000 | +2.6% | 6,026 | +0.4% | 0.00% | – |
| Q1 2019 | $739,000 | -0.4% | 6,001 | -1.9% | 0.00% | -100.0% |
| Q4 2018 | $742,000 | +0.1% | 6,116 | -1.8% | 0.00% | – |
| Q3 2018 | $741,000 | +2.6% | 6,225 | +3.5% | 0.00% | -100.0% |
| Q2 2018 | $722,000 | -0.4% | 6,015 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $725,000 | -0.5% | 6,007 | +0.6% | 0.00% | 0.0% |
| Q4 2017 | $729,000 | -1.2% | 5,971 | -0.1% | 0.00% | 0.0% |
| Q3 2017 | $738,000 | -0.1% | 5,976 | -0.1% | 0.00% | 0.0% |
| Q2 2017 | $739,000 | +1.0% | 5,980 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $732,000 | +30.7% | 5,951 | +30.2% | 0.00% | – |
| Q4 2016 | $560,000 | -17.2% | 4,569 | -14.4% | 0.00% | -100.0% |
| Q3 2016 | $676,000 | -1.7% | 5,339 | -1.2% | 0.00% | 0.0% |
| Q2 2016 | $688,000 | +0.9% | 5,406 | -0.1% | 0.00% | 0.0% |
| Q1 2016 | $682,000 | +4.1% | 5,412 | +1.4% | 0.00% | 0.0% |
| Q4 2015 | $655,000 | -1.7% | 5,339 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $666,000 | +12.7% | 5,339 | +11.1% | 0.00% | – |
| Q2 2015 | $591,000 | – | 4,804 | – | 0.00% | – |
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% |