ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 351 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $261,000 | -12.7% | 1,955 | -12.7% | 0.09% | -22.8% |
| Q1 2020 | $299,000 | +12.0% | 2,240 | +5.7% | 0.11% | +39.0% |
| Q4 2019 | $267,000 | -44.1% | 2,120 | -43.8% | 0.08% | -46.4% |
| Q3 2019 | $478,000 | -40.8% | 3,770 | -41.3% | 0.15% | -41.4% |
| Q2 2019 | $808,000 | +2.0% | 6,425 | -0.1% | 0.26% | +9.2% |
| Q1 2019 | $792,000 | -48.6% | 6,430 | -49.3% | 0.24% | -51.6% |
| Q4 2018 | $1,541,000 | +1.3% | 12,690 | -0.6% | 0.49% | +15.2% |
| Q3 2018 | $1,521,000 | +3.8% | 12,770 | +4.5% | 0.43% | +0.2% |
| Q2 2018 | $1,466,000 | -0.5% | 12,220 | +0.0% | 0.43% | +5.2% |
| Q1 2018 | $1,473,000 | -1.2% | 12,215 | +0.1% | 0.41% | +1.2% |
| Q4 2017 | $1,491,000 | – | 12,205 | – | 0.40% | – |
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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% |