ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 541 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,718 | -22.5% | 2,357 | -21.1% | 0.15% | -19.3% |
| Q2 2023 | $344,166 | -66.9% | 2,986 | -66.2% | 0.18% | -35.1% |
| Q1 2023 | $1,038,614 | +91.0% | 8,828 | +86.5% | 0.28% | -8.8% |
| Q4 2022 | $543,889 | -62.0% | 4,734 | -60.7% | 0.31% | -62.5% |
| Q2 2022 | $1,431,000 | +138.9% | 12,044 | +145.5% | 0.82% | +162.1% |
| Q1 2022 | $599,000 | – | 4,906 | – | 0.31% | – |
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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% |