ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 655 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $438,225 | +4822.8% | 3,784 | +4878.9% | 0.01% | – |
| Q4 2023 | $8,902 | -4.1% | 76 | -7.3% | 0.00% | – |
| Q3 2023 | $9,279 | -96.8% | 82 | -96.7% | 0.00% | -100.0% |
| Q2 2023 | $287,458 | +1149732.0% | 2,494 | +1060.0% | 0.01% | +900.0% |
| Q1 2023 | $25 | -89.9% | 215 | -90.0% | 0.00% | -90.0% |
| Q4 2022 | $248 | -99.9% | 2,157 | -41.6% | 0.01% | +42.9% |
| Q3 2022 | $422,000 | +91.8% | 3,694 | +105.1% | 0.01% | +250.0% |
| Q1 2022 | $220,000 | +249.2% | 1,801 | +267.6% | 0.00% | +100.0% |
| Q4 2021 | $63,000 | +1160.0% | 490 | +1189.5% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 38 | +2.7% | 0.00% | – |
| Q4 2020 | $5,000 | -99.3% | 37 | -99.3% | 0.00% | -100.0% |
| Q3 2020 | $710,000 | +4971.4% | 5,316 | +5163.4% | 0.01% | +700.0% |
| Q2 2020 | $14,000 | +7.7% | 101 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | – | 100 | +4900.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q2 2019 | $287,000 | +67.8% | 2,283 | +64.2% | 0.02% | +90.0% |
| Q1 2019 | $171,000 | +17000.0% | 1,390 | +11483.3% | 0.01% | – |
| Q4 2018 | $1,000 | -87.5% | 12 | -81.8% | 0.00% | – |
| Q2 2018 | $8,000 | -83.3% | 66 | -83.5% | 0.00% | -100.0% |
| Q1 2018 | $48,000 | – | 400 | +9900.0% | 0.00% | – |
| Q1 2014 | $0 | – | 4 | – | 0.00% | – |
Download | ||||||
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% |