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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $99,000 | +33.8% | 827 | +35.6% | 0.02% | +53.8% |
| Q1 2022 | $74,000 | +45.1% | 610 | +52.9% | 0.01% | +62.5% |
| Q4 2021 | $51,000 | +466.7% | 399 | +462.0% | 0.01% | +300.0% |
| Q3 2021 | $9,000 | -59.1% | 71 | -57.7% | 0.00% | -50.0% |
| Q2 2021 | $22,000 | +4.8% | 168 | +5.0% | 0.00% | -20.0% |
| Q1 2021 | $21,000 | +31.2% | 160 | +29.0% | 0.01% | +25.0% |
| Q4 2020 | $16,000 | -44.8% | 124 | -43.6% | 0.00% | -55.6% |
| Q3 2020 | $29,000 | 0.0% | 220 | 0.0% | 0.01% | -18.2% |
| Q2 2020 | $29,000 | +480.0% | 220 | +436.6% | 0.01% | +450.0% |
| Q1 2020 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | -28.6% | 41 | -28.1% | 0.00% | -50.0% |
| Q1 2019 | $7,000 | -63.2% | 57 | -63.5% | 0.00% | -69.2% |
| Q4 2018 | $19,000 | +58.3% | 156 | +59.2% | 0.01% | +85.7% |
| Q3 2018 | $12,000 | – | 98 | – | 0.01% | – |
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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% |