ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 471 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $743 | +23.0% | 6,570 | +25.4% | 0.60% | +140.2% |
| Q2 2023 | $604 | -77.0% | 5,238 | -76.6% | 0.25% | -78.7% |
| Q1 2023 | $2,630 | -5.4% | 22,357 | -7.6% | 1.17% | +15.8% |
| Q4 2022 | $2,781 | -99.7% | 24,205 | +243.1% | 1.01% | +128.1% |
| Q2 2022 | $842,000 | -64.2% | 7,054 | -63.4% | 0.44% | -39.3% |
| Q1 2022 | $2,353,000 | -69.6% | 19,279 | -67.9% | 0.73% | -47.4% |
| Q4 2021 | $7,731,000 | +266.2% | 60,082 | +270.5% | 1.38% | +112.9% |
| Q3 2021 | $2,111,000 | -28.5% | 16,215 | -28.3% | 0.65% | +7.1% |
| Q2 2021 | $2,952,000 | -78.7% | 22,612 | -78.3% | 0.61% | -81.8% |
| Q4 2020 | $13,842,000 | +758.7% | 104,089 | +762.5% | 3.34% | +4.5% |
| Q3 2020 | $1,612,000 | +607.0% | 12,068 | +607.0% | 3.19% | +226.7% |
| Q2 2020 | $228,000 | – | 1,707 | – | 0.98% | – |
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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% |