ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,730 | -1.8% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,022 | -2.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,354 | -69.7% | 139 | -70.4% | 0.00% | -71.4% |
| Q4 2022 | $53,916 | +1.7% | 469 | +2.0% | 0.01% | -12.5% |
| Q3 2022 | $53,000 | -20.9% | 460 | -18.6% | 0.01% | -20.0% |
| Q2 2022 | $67,000 | +17.5% | 565 | +20.5% | 0.01% | +25.0% |
| Q1 2022 | $57,000 | -5.0% | 469 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $60,000 | -13.0% | 469 | -11.2% | 0.01% | -11.1% |
| Q3 2021 | $69,000 | 0.0% | 528 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $69,000 | -59.9% | 528 | -59.1% | 0.01% | -64.0% |
| Q4 2020 | $172,000 | -13.6% | 1,290 | -13.2% | 0.02% | -26.5% |
| Q3 2020 | $199,000 | +39.2% | 1,486 | +38.7% | 0.03% | +36.0% |
| Q2 2020 | $143,000 | -99.4% | 1,071 | -99.4% | 0.02% | -99.5% |
| Q1 2020 | $23,305,000 | +1631.4% | 174,779 | +1486.0% | 5.37% | +819.7% |
| Q4 2017 | $1,346,000 | -1.1% | 11,020 | 0.0% | 0.58% | -10.7% |
| Q3 2017 | $1,361,000 | -6.3% | 11,020 | -6.2% | 0.65% | -5.8% |
| Q2 2017 | $1,452,000 | +3.4% | 11,752 | +3.0% | 0.69% | +2.8% |
| Q1 2017 | $1,404,000 | -19.5% | 11,413 | -19.8% | 0.68% | -22.7% |
| Q4 2016 | $1,744,000 | – | 14,233 | – | 0.87% | – |
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% |