ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 494 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,838 | -8.1% | 16 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 16 | -30.4% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | +200.0% | 23 | +228.6% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -66.7% | 7 | -68.2% | 0.00% | – |
| Q4 2020 | $3,000 | -99.9% | 22 | -99.9% | 0.00% | -100.0% |
| Q3 2020 | $2,262,000 | +12.3% | 16,932 | +12.4% | 0.36% | +5.5% |
| Q2 2020 | $2,014,000 | +7646.2% | 15,067 | +6973.7% | 0.34% | +3340.0% |
| Q1 2014 | $26,000 | – | 213 | – | 0.01% | – |
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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% |