ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $566,000 | +43.3% | 4,537 | +41.5% | 0.33% | +29.8% |
| Q1 2019 | $395,000 | -69.7% | 3,207 | -70.1% | 0.26% | -76.9% |
| Q4 2018 | $1,304,000 | +301.2% | 10,726 | +308.3% | 1.10% | +151.5% |
| Q2 2017 | $325,000 | -1.8% | 2,627 | -2.5% | 0.44% | -19.6% |
| Q1 2017 | $331,000 | -14.0% | 2,693 | -14.3% | 0.55% | -21.0% |
| Q4 2016 | $385,000 | +10.3% | 3,143 | +13.7% | 0.69% | +57.4% |
| Q3 2016 | $349,000 | -65.0% | 2,765 | -64.7% | 0.44% | -55.7% |
| Q2 2016 | $996,000 | -18.0% | 7,822 | -18.9% | 0.99% | -29.2% |
| Q1 2016 | $1,214,000 | -44.9% | 9,649 | -46.2% | 1.40% | -43.0% |
| Q4 2015 | $2,204,000 | +42.8% | 17,939 | +44.9% | 2.45% | -6.1% |
| Q3 2015 | $1,543,000 | +279.1% | 12,382 | +273.5% | 2.61% | +404.4% |
| Q2 2015 | $407,000 | +8.2% | 3,315 | +9.4% | 0.52% | +20.7% |
| Q1 2015 | $376,000 | -35.5% | 3,030 | -36.5% | 0.43% | -41.3% |
| Q4 2014 | $583,000 | – | 4,769 | – | 0.73% | – |
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% |