ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,424 | -3.2% | 3,583 | -1.4% | 0.06% | +1.7% |
| Q2 2023 | $418,826 | -3.9% | 3,634 | -1.9% | 0.06% | -13.0% |
| Q1 2023 | $435,746 | -7.9% | 3,704 | -10.1% | 0.07% | -20.7% |
| Q4 2022 | $473,203 | -90.1% | 4,119 | -90.2% | 0.09% | -90.6% |
| Q3 2022 | $4,785,000 | -3.8% | 41,872 | +0.4% | 0.93% | +2.8% |
| Q2 2022 | $4,976,000 | -1.9% | 41,695 | +0.3% | 0.90% | +16.0% |
| Q1 2022 | $5,074,000 | – | 41,570 | – | 0.78% | – |
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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% |