ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $37,000 | -43.1% | 288 | -43.0% | 0.00% | -50.0% |
| Q3 2021 | $65,000 | -90.2% | 505 | -90.0% | 0.00% | -89.2% |
| Q2 2021 | $661,000 | -1.5% | 5,070 | -2.0% | 0.04% | -9.8% |
| Q1 2021 | $671,000 | -42.7% | 5,172 | -41.3% | 0.04% | -47.4% |
| Q4 2020 | $1,172,000 | -20.7% | 8,816 | -20.3% | 0.08% | -31.6% |
| Q3 2020 | $1,478,000 | +3.9% | 11,067 | +4.0% | 0.11% | -4.2% |
| Q2 2020 | $1,422,000 | +60.0% | 10,641 | +59.6% | 0.12% | +36.8% |
| Q1 2020 | $889,000 | +21.3% | 6,667 | +14.4% | 0.09% | +50.0% |
| Q4 2019 | $733,000 | -93.9% | 5,830 | -93.9% | 0.06% | -94.5% |
| Q3 2019 | $12,114,000 | -45.0% | 95,543 | -45.4% | 1.06% | -44.8% |
| Q2 2019 | $22,026,000 | +1744.7% | 175,147 | +1706.6% | 1.92% | +1612.5% |
| Q1 2019 | $1,194,000 | +3751.6% | 9,695 | +3657.8% | 0.11% | +3633.3% |
| Q4 2018 | $31,000 | +40.9% | 258 | +39.5% | 0.00% | +50.0% |
| Q3 2018 | $22,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +83.3% | 185 | +72.9% | 0.00% | +100.0% |
| Q1 2018 | $12,000 | -7.7% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $13,000 | -18.8% | 107 | -19.5% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | +23.1% | 133 | +24.3% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $13,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | +116.7% | 107 | +101.9% | 0.00% | +100.0% |
| Q4 2015 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -14.3% | 53 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $7,000 | – | 53 | – | 0.00% | – |
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% |