ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $6,365,000 | -1.3% | 52,765 | 0.0% | 0.66% | +5.6% |
| Q4 2017 | $6,446,000 | -1.1% | 52,765 | 0.0% | 0.63% | -1.1% |
| Q3 2017 | $6,517,000 | +6.2% | 52,765 | +6.2% | 0.63% | -10.2% |
| Q2 2017 | $6,138,000 | +10.3% | 49,670 | +9.8% | 0.70% | +14.3% |
| Q1 2017 | $5,565,000 | -3.4% | 45,228 | 0.0% | 0.62% | -21.1% |
| Q2 2016 | $5,760,000 | +2.2% | 45,228 | 0.0% | 0.78% | +24.5% |
| Q1 2015 | $5,638,000 | +1.4% | 45,228 | 0.0% | 0.63% | +5.0% |
| Q4 2014 | $5,560,000 | +1.4% | 45,228 | 0.0% | 0.60% | -1.5% |
| Q2 2014 | $5,483,000 | – | 45,228 | – | 0.61% | – |
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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% |