ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,419 | -2.2% | 5,085 | -0.4% | 0.03% | 0.0% |
| Q2 2023 | $588,518 | -3.6% | 5,106 | -1.6% | 0.03% | -6.5% |
| Q1 2023 | $610,251 | +16.7% | 5,187 | +14.0% | 0.03% | +14.8% |
| Q4 2022 | $522,864 | +7.8% | 4,551 | +7.2% | 0.03% | -3.6% |
| Q3 2022 | $485,000 | -2.4% | 4,247 | +2.1% | 0.03% | +12.0% |
| Q2 2022 | $497,000 | +20.6% | 4,161 | +29.9% | 0.02% | +38.9% |
| Q4 2021 | $412,000 | +39.2% | 3,204 | +41.2% | 0.02% | +38.5% |
| Q2 2021 | $296,000 | +47.3% | 2,269 | +46.5% | 0.01% | +44.4% |
| Q1 2021 | $201,000 | -19.9% | 1,549 | -18.0% | 0.01% | -25.0% |
| Q4 2020 | $251,000 | +9.1% | 1,890 | +9.6% | 0.01% | -7.7% |
| Q3 2020 | $230,000 | – | 1,725 | – | 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% |