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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,248 | +3.6% | 2,194 | +5.5% | 0.04% | +5.0% |
| Q2 2023 | $239,621 | -0.9% | 2,079 | +1.2% | 0.04% | -7.0% |
| Q1 2023 | $241,810 | +19.7% | 2,055 | +30.8% | 0.04% | +79.2% |
| Q4 2021 | $202,000 | -14.4% | 1,571 | -13.4% | 0.02% | -22.6% |
| Q3 2021 | $236,000 | +7.8% | 1,815 | +8.0% | 0.03% | 0.0% |
| Q2 2021 | $219,000 | +7.4% | 1,681 | +6.8% | 0.03% | -8.8% |
| Q1 2021 | $204,000 | -6.0% | 1,574 | -3.7% | 0.03% | -10.5% |
| Q4 2020 | $217,000 | -19.9% | 1,635 | -19.5% | 0.04% | -36.7% |
| Q3 2020 | $271,000 | +13.4% | 2,031 | +13.7% | 0.06% | +5.3% |
| Q2 2020 | $239,000 | +0.4% | 1,786 | -0.1% | 0.06% | -20.8% |
| Q1 2020 | $238,000 | -78.0% | 1,787 | -79.7% | 0.07% | -75.4% |
| Q1 2017 | $1,082,000 | -32.3% | 8,797 | -32.5% | 0.29% | -40.8% |
| Q4 2016 | $1,598,000 | -46.6% | 13,042 | -44.9% | 0.50% | -59.6% |
| Q3 2016 | $2,995,000 | -6.6% | 23,667 | -6.0% | 1.23% | -2.2% |
| Q2 2016 | $3,208,000 | -50.0% | 25,190 | -50.6% | 1.25% | +3.9% |
| Q1 2016 | $6,421,000 | – | 50,984 | – | 1.21% | – |
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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% |