ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,138 | -19.5% | 6,629 | -18.0% | 0.01% | -42.9% |
| Q2 2023 | $931,647 | +20.4% | 8,083 | +19.4% | 0.01% | -39.1% |
| Q3 2022 | $774,000 | -14.5% | 6,770 | -8.6% | 0.02% | -28.1% |
| Q1 2022 | $905,000 | +229.1% | 7,411 | +247.3% | 0.03% | +166.7% |
| Q4 2021 | $275,000 | -32.3% | 2,134 | -31.6% | 0.01% | 0.0% |
| Q3 2021 | $406,000 | -9.4% | 3,118 | -9.1% | 0.01% | -7.7% |
| Q2 2021 | $448,000 | -6.5% | 3,430 | -4.8% | 0.01% | +18.2% |
| Q4 2020 | $479,000 | +22.5% | 3,604 | +23.2% | 0.01% | +22.2% |
| Q2 2020 | $391,000 | +19.9% | 2,925 | +13.7% | 0.01% | +200.0% |
| Q3 2019 | $326,000 | -50.5% | 2,573 | -50.9% | 0.00% | -57.1% |
| Q2 2019 | $658,000 | -50.1% | 5,235 | -51.1% | 0.01% | -41.7% |
| Q1 2019 | $1,319,000 | +201.1% | 10,709 | +193.7% | 0.01% | +500.0% |
| Q2 2018 | $438,000 | -20.9% | 3,646 | -19.6% | 0.00% | -86.7% |
| Q4 2017 | $554,000 | -64.3% | 4,537 | -64.1% | 0.02% | -97.1% |
| Q4 2016 | $1,550,000 | – | 12,655 | – | 0.52% | – |
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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% |