ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 580 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,605 | -39.4% | 82 | -41.4% | 0.00% | 0.0% |
| Q3 2023 | $15,842 | -54.9% | 140 | -53.9% | 0.00% | -66.7% |
| Q2 2023 | $35,102 | +189.7% | 304 | +195.1% | 0.00% | +200.0% |
| Q1 2023 | $12,118 | +71182.4% | 103 | -28.5% | 0.00% | -50.0% |
| Q4 2022 | $17 | -100.0% | 144 | -95.7% | 0.00% | -94.9% |
| Q3 2022 | $382,000 | +72.1% | 3,340 | +79.4% | 0.04% | +77.3% |
| Q2 2022 | $222,000 | – | 1,862 | – | 0.02% | – |
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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% |