ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,030 | -99.9% | 78,346 | +29.1% | 0.39% | +5.4% |
| Q3 2022 | $6,935,000 | +25.9% | 60,688 | +34.5% | 0.37% | +95.8% |
| Q1 2022 | $5,508,000 | -82.1% | 45,133 | -81.2% | 0.19% | -77.0% |
| Q4 2021 | $30,830,000 | +133.3% | 239,610 | +136.7% | 0.83% | +25.3% |
| Q2 2021 | $13,213,000 | -5.3% | 101,226 | -3.5% | 0.66% | -30.9% |
| Q4 2020 | $13,949,000 | +60.6% | 104,895 | +61.4% | 0.96% | +39.0% |
| Q2 2020 | $8,686,000 | +31.7% | 64,979 | +31.4% | 0.69% | +90.3% |
| Q1 2020 | $6,596,000 | -28.8% | 49,465 | -34.2% | 0.36% | -32.0% |
| Q1 2019 | $9,267,000 | +825.8% | 75,220 | +794.3% | 0.53% | +353.8% |
| Q3 2018 | $1,001,000 | -42.2% | 8,411 | -41.7% | 0.12% | -30.4% |
| Q2 2018 | $1,731,000 | +12.0% | 14,422 | +14.4% | 0.17% | +76.8% |
| Q4 2016 | $1,545,000 | +277.8% | 12,611 | +290.4% | 0.10% | +150.0% |
| Q3 2016 | $409,000 | – | 3,230 | – | 0.04% | – |
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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% |