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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $662,861 | -55.4% | 5,864 | -54.5% | 0.01% | -8.3% |
| Q2 2023 | $1,485,284 | +84.8% | 12,894 | +90.7% | 0.01% | -14.3% |
| Q1 2023 | $803,809 | +139.7% | 6,760 | +131.3% | 0.01% | +133.3% |
| Q4 2022 | $335,291 | +0.4% | 2,923 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $334,000 | -24.1% | 2,923 | -19.1% | 0.01% | -14.3% |
| Q1 2022 | $440,000 | -11.6% | 3,613 | -6.9% | 0.01% | -12.5% |
| Q4 2021 | $498,000 | -7.3% | 3,882 | -6.1% | 0.01% | -11.1% |
| Q3 2021 | $537,000 | -56.6% | 4,132 | -56.5% | 0.01% | -43.8% |
| Q2 2021 | $1,238,000 | +86.2% | 9,500 | +85.3% | 0.02% | -15.8% |
| Q1 2021 | $665,000 | +5.7% | 5,128 | +8.3% | 0.02% | -24.0% |
| Q4 2020 | $629,000 | +71.9% | 4,735 | +73.0% | 0.02% | +38.9% |
| Q3 2020 | $366,000 | +43.0% | 2,737 | +141.6% | 0.02% | +63.6% |
| Q2 2018 | $256,000 | – | 1,133 | – | 0.01% | – |
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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% |