ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $330,000 | -0.3% | 2,480 | 0.0% | 0.10% | -19.5% |
| Q3 2020 | $331,000 | -0.3% | 2,480 | 0.0% | 0.13% | -10.5% |
| Q2 2020 | $332,000 | +0.3% | 2,480 | 0.0% | 0.14% | -10.6% |
| Q1 2020 | $331,000 | +6.1% | 2,480 | 0.0% | 0.16% | +19.4% |
| Q4 2019 | $312,000 | -0.6% | 2,480 | 0.0% | 0.13% | -5.6% |
| Q3 2019 | $314,000 | +0.6% | 2,480 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $312,000 | +2.0% | 2,480 | 0.0% | 0.14% | -2.1% |
| Q1 2019 | $306,000 | +1.7% | 2,480 | 0.0% | 0.15% | -10.4% |
| Q4 2018 | $301,000 | – | 2,480 | – | 0.16% | – |
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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% |