ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 142 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $295,000 | -64.5% | 2,389 | -63.7% | 0.29% | +183.2% |
| Q3 2016 | $830,000 | -40.5% | 6,573 | -40.1% | 0.10% | -46.6% |
| Q2 2016 | $1,395,000 | -1.3% | 10,973 | -2.2% | 0.19% | 0.0% |
| Q1 2016 | $1,414,000 | -30.4% | 11,216 | -32.4% | 0.19% | -30.3% |
| Q4 2015 | $2,032,000 | +25.5% | 16,591 | +27.6% | 0.27% | +23.7% |
| Q3 2015 | $1,619,000 | +108.1% | 13,004 | +104.9% | 0.22% | +119.0% |
| Q2 2015 | $778,000 | +97.5% | 6,346 | +49.9% | 0.10% | -11.5% |
| Q1 2015 | $394,000 | +20.9% | 4,233 | +58.0% | 0.11% | +126.0% |
| Q4 2014 | $326,000 | -16.0% | 2,679 | -16.6% | 0.05% | -3.8% |
| Q3 2014 | $388,000 | +0.3% | 3,212 | -0.9% | 0.05% | +10.6% |
| Q2 2014 | $387,000 | -11.6% | 3,240 | -10.8% | 0.05% | -14.5% |
| Q1 2014 | $438,000 | +29.2% | 3,631 | +29.0% | 0.06% | +27.9% |
| Q4 2013 | $339,000 | -8.6% | 2,815 | -8.1% | 0.04% | -18.9% |
| Q3 2013 | $371,000 | +0.5% | 3,062 | -0.1% | 0.05% | -3.6% |
| Q2 2013 | $369,000 | – | 3,064 | – | 0.06% | – |
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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% |