ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,971,000 | -0.6% | 16,233 | -2.9% | 1.42% | -2.9% |
| Q3 2018 | $1,982,000 | -22.4% | 16,725 | -21.4% | 1.46% | -5.7% |
| Q2 2018 | $2,555,000 | +59.6% | 21,292 | +60.5% | 1.54% | +24.6% |
| Q1 2018 | $1,601,000 | +8.5% | 13,269 | +11.1% | 1.24% | +23.5% |
| Q4 2017 | $1,475,000 | 0.0% | 11,946 | 0.0% | 1.00% | +2.3% |
| Q3 2017 | $1,475,000 | – | 11,946 | – | 0.98% | – |
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% |