ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 607 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,926 | -0.3% | 34 | 0.0% | 0.00% | – |
| Q1 2024 | $3,938 | -1.1% | 34 | 0.0% | 0.00% | – |
| Q4 2023 | $3,982 | +3.5% | 34 | 0.0% | 0.00% | – |
| Q3 2023 | $3,847 | -22.4% | 34 | -20.9% | 0.00% | – |
| Q2 2023 | $4,956 | +23.9% | 43 | +26.5% | 0.00% | – |
| Q1 2023 | $4,000 | +2.4% | 34 | 0.0% | 0.00% | – |
| Q4 2022 | $3,906 | -2.4% | 34 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | -20.0% | 34 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -72.2% | 34 | -75.2% | 0.00% | -100.0% |
| Q3 2020 | $18,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +260.0% | 137 | +302.9% | 0.00% | – |
| Q1 2020 | $5,000 | +25.0% | 34 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | -50.0% | 34 | -50.7% | 0.00% | 0.0% |
| Q3 2014 | $8,000 | – | 69 | – | 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% |