ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $10,881,000 | +59.6% | 81,824 | +60.3% | 0.23% | -13.3% |
| Q3 2020 | $6,819,000 | -45.6% | 51,042 | -45.6% | 0.26% | -48.5% |
| Q2 2020 | $12,543,000 | +2253.3% | 93,832 | +2245.8% | 0.51% | +1725.0% |
| Q1 2020 | $533,000 | -70.1% | 4,000 | -71.7% | 0.03% | -55.6% |
| Q4 2019 | $1,780,000 | -2.2% | 14,158 | -1.3% | 0.06% | -10.0% |
| Q3 2019 | $1,820,000 | – | 14,350 | – | 0.07% | – |
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% |