Legacy Private Trust Co. - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$283,126
-23.5%
2,502
-19.4%
0.02%
-42.9%
Q3 2018$370,000
-0.8%
3,1050.0%0.04%
-4.5%
Q2 2018$373,000
-12.2%
3,105
-11.8%
0.04%
-12.0%
Q1 2018$425,000
+6.2%
3,520
+6.9%
0.05%
-41.2%
Q3 2013$400,0003,2920.08%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders