ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 142 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $495,000 | -21.2% | 4,161 | -20.5% | 0.14% | -23.0% |
| Q2 2018 | $628,000 | -8.9% | 5,231 | -8.5% | 0.19% | -13.8% |
| Q1 2018 | $689,000 | -13.8% | 5,716 | -12.7% | 0.22% | -13.9% |
| Q4 2017 | $799,000 | -29.9% | 6,544 | -29.0% | 0.25% | -33.0% |
| Q3 2017 | $1,139,000 | -43.1% | 9,219 | -43.1% | 0.38% | -44.3% |
| Q2 2017 | $2,003,000 | -4.5% | 16,207 | -4.9% | 0.68% | -11.1% |
| Q1 2017 | $2,097,000 | -4.1% | 17,038 | -4.6% | 0.76% | -9.0% |
| Q4 2016 | $2,187,000 | -9.7% | 17,854 | -6.8% | 0.83% | -12.4% |
| Q3 2016 | $2,423,000 | +1.3% | 19,147 | +1.9% | 0.95% | -1.9% |
| Q2 2016 | $2,392,000 | -7.0% | 18,783 | -8.0% | 0.97% | -12.6% |
| Q1 2016 | $2,572,000 | +1.6% | 20,424 | -1.1% | 1.11% | +3.7% |
| Q4 2015 | $2,532,000 | +1.3% | 20,648 | +3.0% | 1.07% | -7.8% |
| Q3 2015 | $2,500,000 | +5.0% | 20,055 | +3.6% | 1.16% | +19.6% |
| Q2 2015 | $2,380,000 | -47.8% | 19,359 | -47.3% | 0.97% | +4.4% |
| Q1 2015 | $4,560,000 | +139.7% | 36,726 | +135.5% | 0.93% | +16.7% |
| Q4 2014 | $1,902,000 | +20.6% | 15,594 | +19.9% | 0.80% | +15.8% |
| Q3 2014 | $1,577,000 | +1.7% | 13,002 | +2.1% | 0.69% | +0.4% |
| Q2 2014 | $1,551,000 | +0.5% | 12,732 | -0.5% | 0.68% | -3.2% |
| Q1 2014 | $1,544,000 | +8.2% | 12,792 | +7.6% | 0.71% | +1.9% |
| Q4 2013 | $1,427,000 | +4.3% | 11,892 | +5.5% | 0.70% | -3.1% |
| Q3 2013 | $1,368,000 | +1.6% | 11,272 | +1.1% | 0.72% | -4.4% |
| Q2 2013 | $1,346,000 | – | 11,145 | – | 0.75% | – |
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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% |