ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 296 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $182,000 | +1.7% | 1,477 | 0.0% | 0.06% | -7.7% |
| Q4 2018 | $179,000 | +1.7% | 1,477 | 0.0% | 0.06% | +18.2% |
| Q3 2018 | $176,000 | +4.1% | 1,477 | +4.6% | 0.06% | -1.8% |
| Q2 2018 | $169,000 | -0.6% | 1,412 | 0.0% | 0.06% | +5.7% |
| Q1 2018 | $170,000 | +1.8% | 1,412 | +3.0% | 0.05% | -5.4% |
| Q4 2017 | $167,000 | -1.2% | 1,371 | 0.0% | 0.06% | -5.1% |
| Q3 2017 | $169,000 | +4.3% | 1,371 | +4.6% | 0.06% | -1.7% |
| Q2 2017 | $162,000 | +2.5% | 1,311 | +1.9% | 0.06% | -4.8% |
| Q1 2017 | $158,000 | -99.9% | 1,286 | 0.0% | 0.06% | -7.4% |
| Q4 2016 | $157,548,000 | +96555.2% | 1,286 | 0.0% | 0.07% | -10.5% |
| Q3 2016 | $163,000 | -0.6% | 1,286 | 0.0% | 0.08% | +2.7% |
| Q2 2016 | $164,000 | +1.2% | 1,286 | 0.0% | 0.07% | +1.4% |
| Q1 2016 | $162,000 | +2.5% | 1,286 | 0.0% | 0.07% | +1.4% |
| Q4 2015 | $158,000 | -3.1% | 1,286 | -1.8% | 0.07% | -7.7% |
| Q3 2015 | $163,000 | +1.2% | 1,310 | 0.0% | 0.08% | +13.0% |
| Q2 2015 | $161,000 | -1.2% | 1,310 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $163,000 | +1.9% | 1,310 | 0.0% | 0.07% | 0.0% |
| Q4 2014 | $160,000 | +6.7% | 1,310 | +6.1% | 0.07% | +1.5% |
| Q3 2014 | $150,000 | 0.0% | 1,235 | 0.0% | 0.07% | -1.4% |
| Q2 2014 | $150,000 | +0.7% | 1,235 | 0.0% | 0.07% | -1.4% |
| Q1 2014 | $149,000 | +67.4% | 1,235 | +66.9% | 0.07% | +62.8% |
| Q4 2013 | $89,000 | +12.7% | 740 | +13.0% | 0.04% | +7.5% |
| Q3 2013 | $79,000 | 0.0% | 655 | 0.0% | 0.04% | -7.0% |
| Q2 2013 | $79,000 | – | 655 | – | 0.04% | – |
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% |