ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $82,000 | 0.0% | 653 | -1.7% | 0.03% | 0.0% |
| Q1 2019 | $82,000 | +1.2% | 664 | -0.6% | 0.03% | -9.1% |
| Q4 2018 | $81,000 | +1.2% | 668 | -1.0% | 0.03% | +13.8% |
| Q3 2018 | $80,000 | -2.4% | 675 | -0.7% | 0.03% | 0.0% |
| Q2 2018 | $82,000 | -6.8% | 680 | -6.1% | 0.03% | -21.6% |
| Q1 2018 | $88,000 | -31.8% | 724 | -31.0% | 0.04% | -24.5% |
| Q1 2017 | $129,000 | -21.8% | 1,050 | -22.0% | 0.05% | -30.0% |
| Q4 2016 | $165,000 | -8.8% | 1,347 | -6.1% | 0.07% | -6.7% |
| Q3 2016 | $181,000 | -12.1% | 1,435 | -11.1% | 0.08% | -30.6% |
| Q2 2016 | $206,000 | -99.9% | 1,615 | -15.3% | 0.11% | +6.9% |
| Q1 2016 | $214,799,000 | +5210.2% | 1,906 | -94.2% | 0.10% | -94.5% |
| Q4 2015 | $4,045,000 | +2.2% | 32,990 | +3.9% | 1.84% | -37.9% |
| Q3 2015 | $3,959,000 | +0.7% | 31,757 | -0.7% | 2.96% | +5.6% |
| Q2 2015 | $3,933,000 | -99.9% | 31,983 | +1.3% | 2.80% | +3.9% |
| Q1 2015 | $3,919,433,000 | +48992812.5% | 31,565 | +48461.5% | 2.70% | +44883.3% |
| Q4 2014 | $8,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $8,000 | -99.9% | 65 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $7,917,000 | -38.7% | 65 | -39.3% | 0.01% | -45.5% |
| Q1 2014 | $12,916,000 | – | 107 | – | 0.01% | – |
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% |