ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 193 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,083,000 | -11.6% | 38,027 | -11.8% | 1.88% | -12.4% |
| Q1 2020 | $5,749,000 | -24.3% | 43,116 | -28.1% | 2.15% | +88.8% |
| Q3 2019 | $7,599,000 | -1.7% | 59,930 | -2.5% | 1.14% | -4.1% |
| Q2 2019 | $7,731,000 | +12.7% | 61,478 | +10.4% | 1.19% | +11.9% |
| Q1 2019 | $6,859,000 | +1.2% | 55,677 | -0.3% | 1.06% | -7.7% |
| Q4 2018 | $6,781,000 | +3083.6% | 55,855 | +3132.3% | 1.15% | +1497.2% |
| Q1 2017 | $213,000 | -91.6% | 1,728 | -91.4% | 0.07% | -93.8% |
| Q1 2016 | $2,524,000 | +2.1% | 20,041 | -0.6% | 1.17% | +17.9% |
| Q4 2015 | $2,473,000 | -57.2% | 20,172 | -56.4% | 0.99% | -55.4% |
| Q3 2015 | $5,774,000 | +288600.0% | 46,318 | +231490.0% | 2.22% | +222100.0% |
| Q2 2015 | $2,000 | -99.3% | 20 | -99.1% | 0.00% | -96.9% |
| Q1 2015 | $283,000 | -11.6% | 2,280 | -12.8% | 0.03% | -71.9% |
| Q4 2014 | $320,000 | – | 2,614 | – | 0.11% | – |
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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% |