ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,603 | -1.8% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $2,651 | -3.8% | 23 | -4.2% | 0.00% | – |
| Q4 2022 | $2,757 | -93.7% | 24 | -93.5% | 0.00% | -100.0% |
| Q2 2022 | $44,000 | -51.1% | 367 | -47.6% | 0.00% | -33.3% |
| Q4 2021 | $90,000 | -1.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $91,000 | -12.5% | 700 | -12.5% | 0.01% | -14.3% |
| Q1 2021 | $104,000 | -1.9% | 800 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $106,000 | -45.9% | 800 | -45.5% | 0.01% | -47.1% |
| Q3 2020 | $196,000 | 0.0% | 1,468 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $196,000 | -25.8% | 1,468 | -25.8% | 0.02% | -33.3% |
| Q1 2020 | $264,000 | +9.5% | 1,979 | +3.2% | 0.02% | +20.0% |
| Q4 2019 | $241,000 | -0.8% | 1,918 | 0.0% | 0.02% | -9.1% |
| Q3 2019 | $243,000 | +27.2% | 1,918 | +26.4% | 0.02% | +4.8% |
| Q2 2019 | $191,000 | +60.5% | 1,518 | +56.8% | 0.02% | +40.0% |
| Q1 2019 | $119,000 | +1387.5% | 968 | +1323.5% | 0.02% | +1400.0% |
| Q4 2018 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | -99.4% | 68 | -99.4% | 0.00% | -99.5% |
| Q4 2017 | $1,415,000 | – | 11,581 | – | 0.22% | – |
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% |