ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 313 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,752 | -0.1% | 2,489 | +1.8% | 0.07% | 0.0% |
| Q2 2023 | $281,895 | +1.5% | 2,445 | +3.6% | 0.07% | -1.5% |
| Q1 2023 | $277,645 | +1.6% | 2,359 | -0.8% | 0.07% | -26.9% |
| Q4 2022 | $273,258 | +0.8% | 2,378 | +0.0% | 0.09% | +1.1% |
| Q3 2022 | $271,000 | 0.0% | 2,377 | +4.6% | 0.09% | +1.1% |
| Q2 2022 | $271,000 | +86.9% | 2,272 | +90.8% | 0.09% | +127.5% |
| Q1 2022 | $145,000 | -5.2% | 1,191 | 0.0% | 0.04% | -7.0% |
| Q4 2021 | $153,000 | -1.3% | 1,191 | 0.0% | 0.04% | -8.5% |
| Q3 2021 | $155,000 | 0.0% | 1,191 | 0.0% | 0.05% | +2.2% |
| Q2 2021 | $155,000 | +0.6% | 1,191 | 0.0% | 0.05% | -4.2% |
| Q1 2021 | $154,000 | -2.5% | 1,191 | 0.0% | 0.05% | -5.9% |
| Q4 2020 | $158,000 | -0.6% | 1,191 | 0.0% | 0.05% | -13.6% |
| Q3 2020 | $159,000 | -22.1% | 1,191 | -22.3% | 0.06% | -20.3% |
| Q2 2020 | $204,000 | -59.6% | 1,533 | -59.6% | 0.07% | -62.8% |
| Q1 2020 | $505,000 | +193.6% | 3,790 | +176.4% | 0.20% | +249.1% |
| Q4 2019 | $172,000 | -0.6% | 1,371 | 0.0% | 0.06% | -6.6% |
| Q3 2019 | $173,000 | -13.1% | 1,371 | -13.4% | 0.06% | -15.3% |
| Q2 2019 | $199,000 | +2.1% | 1,583 | 0.0% | 0.07% | +2.9% |
| Q1 2019 | $195,000 | -16.7% | 1,583 | -18.1% | 0.07% | -27.8% |
| Q4 2018 | $234,000 | +485.0% | 1,934 | +472.2% | 0.10% | +506.2% |
| Q3 2018 | $40,000 | 0.0% | 338 | +3.0% | 0.02% | -30.4% |
| Q4 2016 | $40,000 | -28.6% | 328 | -28.1% | 0.02% | -11.5% |
| Q3 2015 | $56,000 | +522.2% | 456 | +492.2% | 0.03% | +271.4% |
| Q1 2014 | $9,000 | 0.0% | 77 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $9,000 | 0.0% | 77 | 0.0% | 0.01% | -11.1% |
| Q3 2013 | $9,000 | 0.0% | 77 | 0.0% | 0.01% | -30.8% |
| Q2 2013 | $9,000 | – | 77 | – | 0.01% | – |
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% |