ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,365,152 | -82.4% | 29,738 | -82.1% | 1.20% | -82.2% |
Q4 2022 | $19,080,931 | -7.0% | 166,080 | -7.5% | 6.75% | -8.9% |
Q3 2022 | $20,518,000 | +11.8% | 179,543 | +16.7% | 7.41% | +54.3% |
Q2 2022 | $18,358,000 | -15.1% | 153,830 | -13.2% | 4.80% | +2.4% |
Q1 2022 | $21,628,000 | – | 177,205 | – | 4.69% | – |
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% |