ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,066 | +244.9% | 10,119 | +306.5% | 0.12% | +33.0% |
| Q1 2020 | $332,000 | -8.3% | 2,489 | -13.6% | 0.09% | +11.0% |
| Q4 2019 | $362,000 | +66.1% | 2,881 | +67.2% | 0.08% | +54.7% |
| Q3 2019 | $218,000 | +2.8% | 1,723 | +2.4% | 0.05% | 0.0% |
| Q2 2019 | $212,000 | +5.0% | 1,682 | +0.1% | 0.05% | -5.4% |
| Q2 2018 | $202,000 | +274.1% | 1,680 | +295.3% | 0.06% | +273.3% |
| Q3 2016 | $54,000 | -8.5% | 425 | -8.6% | 0.02% | -16.7% |
| Q1 2016 | $59,000 | +3.5% | 465 | 0.0% | 0.02% | +5.9% |
| Q4 2015 | $57,000 | -1.7% | 465 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $58,000 | -43.1% | 465 | -44.0% | 0.02% | +12.5% |
| Q2 2015 | $102,000 | – | 830 | – | 0.02% | – |
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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% |