ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $503,000 | +128.6% | 3,997 | +130.1% | 0.02% | +108.3% |
| Q3 2019 | $220,000 | -7.2% | 1,737 | -11.9% | 0.01% | -14.3% |
| Q2 2018 | $237,000 | +79.5% | 1,972 | +82.6% | 0.01% | +27.3% |
| Q4 2016 | $132,000 | -3.6% | 1,080 | 0.0% | 0.01% | -26.7% |
| Q3 2016 | $137,000 | -0.7% | 1,080 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $138,000 | +1.5% | 1,080 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $136,000 | -52.4% | 1,080 | -53.7% | 0.02% | -52.9% |
| Q4 2015 | $286,000 | -1.7% | 2,333 | 0.0% | 0.03% | -12.8% |
| Q3 2015 | $291,000 | +117.2% | 2,333 | +114.2% | 0.04% | +129.4% |
| Q2 2015 | $134,000 | -43.2% | 1,089 | -42.7% | 0.02% | -46.9% |
| Q1 2015 | $236,000 | -68.4% | 1,900 | -68.9% | 0.03% | -70.9% |
| Q4 2014 | $747,000 | +80.9% | 6,108 | +79.2% | 0.11% | +66.7% |
| Q3 2014 | $413,000 | -72.0% | 3,408 | -71.9% | 0.07% | -73.5% |
| Q2 2014 | $1,475,000 | +15.2% | 12,108 | +14.2% | 0.25% | +3.8% |
| Q1 2014 | $1,280,000 | – | 10,600 | – | 0.24% | – |
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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% |