ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 461 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $481,887 | +17.9% | 4,173 | +18.2% | 0.04% | +10.8% |
| Q1 2024 | $408,734 | -75.2% | 3,529 | -71.5% | 0.04% | -93.7% |
| Q1 2020 | $1,649,000 | +11.4% | 12,366 | +5.0% | 0.58% | +82.8% |
| Q4 2019 | $1,480,000 | -0.9% | 11,773 | 0.0% | 0.32% | -10.6% |
| Q3 2019 | $1,493,000 | +4.2% | 11,773 | +3.3% | 0.36% | +6.9% |
| Q2 2019 | $1,433,000 | +2.9% | 11,398 | +0.8% | 0.33% | +8.1% |
| Q1 2019 | $1,393,000 | – | 11,307 | – | 0.31% | – |
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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% |