ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,381 | -1.6% | 21 | 0.0% | 0.00% | – |
| Q2 2023 | $2,420 | +157.2% | 21 | +162.5% | 0.00% | – |
| Q1 2023 | $941 | -74.4% | 8 | -75.0% | 0.00% | – |
| Q4 2022 | $3,676 | -26.5% | 32 | -23.8% | 0.00% | – |
| Q2 2021 | $5,000 | -28.6% | 42 | -25.0% | 0.00% | – |
| Q1 2021 | $7,000 | -89.4% | 56 | -89.3% | 0.00% | -100.0% |
| Q3 2019 | $66,000 | +1550.0% | 523 | +1394.3% | 0.00% | – |
| Q2 2019 | $4,000 | +300.0% | 35 | +337.5% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -96.9% | 8 | -97.0% | 0.00% | -100.0% |
| Q2 2018 | $32,000 | 0.0% | 267 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $32,000 | +1500.0% | 266 | +1377.8% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | -90.0% | 18 | -88.7% | 0.00% | -100.0% |
| Q1 2017 | $20,000 | +900.0% | 159 | +783.3% | 0.00% | – |
| Q4 2016 | $2,000 | -50.0% | 18 | -45.5% | 0.00% | – |
| Q3 2016 | $4,000 | -20.0% | 33 | -21.4% | 0.00% | -100.0% |
| Q2 2016 | $5,000 | -79.2% | 42 | -77.8% | 0.00% | -66.7% |
| Q1 2016 | $24,000 | +500.0% | 189 | +455.9% | 0.00% | +200.0% |
| Q4 2015 | $4,000 | -75.0% | 34 | -73.8% | 0.00% | -50.0% |
| Q3 2015 | $16,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $16,000 | -36.0% | 130 | -36.3% | 0.00% | -50.0% |
| Q1 2015 | $25,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $25,000 | +4.2% | 204 | +1.5% | 0.00% | 0.0% |
| Q3 2014 | $24,000 | -20.0% | 201 | -19.0% | 0.00% | -33.3% |
| Q2 2014 | $30,000 | -25.0% | 248 | -24.4% | 0.01% | -33.3% |
| Q1 2014 | $40,000 | -13.0% | 328 | -15.2% | 0.01% | -25.0% |
| Q4 2013 | $46,000 | -2.1% | 387 | 0.0% | 0.01% | -20.0% |
| Q3 2013 | $47,000 | -24.2% | 387 | -24.1% | 0.02% | -34.8% |
| Q2 2013 | $62,000 | – | 510 | – | 0.02% | – |
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% |