ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,280,946 | -3.0% | 55,505 | -1.2% | 1.66% | +0.5% |
| Q2 2023 | $6,474,269 | -1.4% | 56,171 | +0.7% | 1.65% | -5.8% |
| Q1 2023 | $6,564,164 | +1.2% | 55,794 | -1.2% | 1.75% | -4.5% |
| Q4 2022 | $6,488,872 | +3.1% | 56,479 | +2.6% | 1.84% | -2.8% |
| Q3 2022 | $6,291,000 | -7.5% | 55,053 | -3.3% | 1.89% | -2.4% |
| Q2 2022 | $6,798,000 | – | 56,960 | – | 1.94% | – |
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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% |