ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,988 | -99.9% | 34,602 | +10.8% | 0.00% | -25.0% |
| Q2 2022 | $3,726,000 | +39.2% | 31,224 | +42.4% | 0.00% | +100.0% |
| Q1 2022 | $2,676,000 | +848.9% | 21,933 | +912.1% | 0.00% | – |
| Q3 2021 | $282,000 | -15.8% | 2,167 | -15.6% | 0.00% | – |
| Q2 2021 | $335,000 | -67.2% | 2,567 | -66.5% | 0.00% | -100.0% |
| Q1 2020 | $1,022,000 | -53.9% | 7,671 | -56.5% | 0.00% | -60.0% |
| Q4 2019 | $2,218,000 | +18.7% | 17,642 | +19.7% | 0.01% | 0.0% |
| Q3 2019 | $1,868,000 | +1382.5% | 14,735 | +1333.4% | 0.01% | – |
| Q1 2019 | $126,000 | – | 1,028 | +51300.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 2 | -99.6% | 0.00% | -100.0% |
| Q4 2017 | $59,000 | +20.4% | 487 | +20.5% | 0.00% | +50.0% |
| Q3 2017 | $49,000 | +48.5% | 404 | +46.9% | 0.00% | 0.0% |
| Q4 2016 | $33,000 | 0.0% | 275 | +2.6% | 0.00% | -33.3% |
| Q1 2016 | $33,000 | -70.3% | 268 | -70.1% | 0.00% | -62.5% |
| Q3 2015 | $111,000 | – | 895 | – | 0.01% | – |
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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% |