ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $340,000 | -1.2% | 2,647 | +0.2% | 0.06% | -9.2% |
| Q3 2021 | $344,000 | -18.7% | 2,643 | -19.0% | 0.06% | -23.5% |
| Q1 2021 | $423,000 | -10.6% | 3,263 | -8.3% | 0.08% | -15.0% |
| Q4 2020 | $473,000 | -4.4% | 3,557 | -3.9% | 0.10% | -16.7% |
| Q3 2020 | $495,000 | -35.5% | 3,702 | -35.6% | 0.12% | -37.8% |
| Q2 2020 | $768,000 | – | 5,747 | – | 0.19% | – |
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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% |