ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,132 | -26.5% | 2,988 | -25.2% | 0.03% | -22.9% |
| Q2 2023 | $460,128 | -39.8% | 3,992 | -38.6% | 0.04% | -41.7% |
| Q1 2023 | $764,735 | -9.3% | 6,500 | -11.5% | 0.06% | -15.5% |
| Q4 2022 | $843,508 | -33.4% | 7,342 | -33.7% | 0.07% | -39.8% |
| Q3 2022 | $1,266,000 | -16.1% | 11,076 | -12.4% | 0.12% | -11.9% |
| Q2 2022 | $1,509,000 | -14.0% | 12,645 | -12.0% | 0.13% | -2.2% |
| Q1 2022 | $1,754,000 | -27.8% | 14,367 | -23.9% | 0.14% | -24.3% |
| Q4 2021 | $2,429,000 | -4.0% | 18,875 | -2.9% | 0.18% | -12.6% |
| Q3 2021 | $2,529,000 | -15.9% | 19,429 | -15.7% | 0.21% | -16.9% |
| Q2 2021 | $3,007,000 | -17.2% | 23,035 | -17.6% | 0.25% | -19.7% |
| Q1 2021 | $3,631,000 | +74.1% | 27,949 | +78.3% | 0.31% | +13.6% |
| Q4 2020 | $2,085,000 | – | 15,679 | – | 0.27% | – |
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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% |