ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,290,000 | -16.8% | 10,571 | -12.3% | 0.04% | 0.0% |
| Q4 2021 | $1,551,000 | -2.0% | 12,055 | -0.9% | 0.04% | +5.7% |
| Q3 2021 | $1,583,000 | -3.1% | 12,161 | -2.8% | 0.04% | -5.4% |
| Q2 2021 | $1,634,000 | -4.9% | 12,516 | -5.4% | 0.04% | -9.8% |
| Q1 2021 | $1,719,000 | -1.2% | 13,234 | +1.2% | 0.04% | -4.7% |
| Q4 2020 | $1,739,000 | -3.5% | 13,074 | -3.1% | 0.04% | -14.0% |
| Q3 2020 | $1,803,000 | +5.3% | 13,496 | +5.4% | 0.05% | 0.0% |
| Q2 2020 | $1,712,000 | -8.8% | 12,808 | -9.1% | 0.05% | -23.1% |
| Q1 2020 | $1,878,000 | -0.6% | 14,086 | -6.2% | 0.06% | +25.0% |
| Q4 2019 | $1,889,000 | -3.8% | 15,024 | -3.0% | 0.05% | -7.1% |
| Q3 2019 | $1,964,000 | +28.7% | 15,487 | +27.7% | 0.06% | +33.3% |
| Q2 2019 | $1,526,000 | +30420.0% | 12,132 | +31007.7% | 0.04% | – |
| Q4 2013 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2013 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 39 | – | 0.00% | – |
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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% |