ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 308 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $665,000 | -57.1% | 5,541 | -56.9% | 0.01% | -57.1% |
| Q1 2018 | $1,551,000 | -31.6% | 12,856 | -30.8% | 0.03% | -28.2% |
| Q4 2017 | $2,269,000 | -55.3% | 18,578 | -54.8% | 0.04% | -57.1% |
| Q3 2017 | $5,072,000 | -67.4% | 41,064 | -67.4% | 0.09% | -68.3% |
| Q2 2017 | $15,547,000 | -52.6% | 125,812 | -52.8% | 0.29% | -53.0% |
| Q1 2017 | $32,825,000 | +11.9% | 266,764 | +11.4% | 0.61% | +7.6% |
| Q4 2016 | $29,335,000 | -39.3% | 239,452 | -37.3% | 0.57% | -40.3% |
| Q3 2016 | $48,353,000 | -21.6% | 382,120 | -21.1% | 0.95% | -25.6% |
| Q2 2016 | $61,709,000 | -42.3% | 484,562 | -42.9% | 1.28% | -43.6% |
| Q1 2016 | $106,943,000 | -18.8% | 849,095 | -20.9% | 2.27% | -20.6% |
| Q4 2015 | $131,643,000 | +39.7% | 1,073,673 | +42.0% | 2.86% | +38.3% |
| Q3 2015 | $94,219,000 | +11.2% | 755,871 | +9.7% | 2.07% | +20.5% |
| Q2 2015 | $84,753,000 | -9.5% | 689,274 | -8.6% | 1.72% | -6.5% |
| Q1 2015 | $93,614,000 | – | 753,919 | – | 1.84% | – |
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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% |