ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 161 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,654,000 | -64.1% | 13,444 | -64.2% | 0.05% | -59.3% |
| Q4 2016 | $4,601,000 | -76.0% | 37,555 | -75.2% | 0.11% | -75.2% |
| Q3 2016 | $19,182,000 | +79.3% | 151,591 | +80.5% | 0.46% | +105.4% |
| Q2 2016 | $10,698,000 | +71.8% | 84,007 | +69.9% | 0.22% | +26.1% |
| Q1 2016 | $6,227,000 | +0.2% | 49,441 | -2.4% | 0.18% | +66.0% |
| Q4 2015 | $6,212,000 | -45.7% | 50,665 | -44.7% | 0.11% | -43.3% |
| Q3 2015 | $11,430,000 | +112.4% | 91,696 | +111.6% | 0.19% | +71.6% |
| Q1 2015 | $5,382,000 | +523.6% | 43,343 | +514.1% | 0.11% | +678.6% |
| Q4 2014 | $863,000 | -84.9% | 7,058 | -85.0% | 0.01% | -87.4% |
| Q3 2014 | $5,727,000 | +7.1% | 47,207 | +7.5% | 0.11% | +33.7% |
| Q2 2014 | $5,349,000 | +33.1% | 43,917 | +31.9% | 0.08% | +66.0% |
| Q1 2014 | $4,019,000 | +168.5% | 33,298 | +167.0% | 0.05% | +194.1% |
| Q4 2013 | $1,497,000 | -44.7% | 12,473 | -44.1% | 0.02% | -50.0% |
| Q3 2013 | $2,705,000 | – | 22,294 | – | 0.03% | – |
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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% |