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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $296,000 | -62.1% | 2,586 | -60.5% | 0.10% | -60.4% |
| Q2 2022 | $781,000 | -4.1% | 6,546 | -1.9% | 0.26% | +14.0% |
| Q1 2022 | $814,000 | +53.6% | 6,671 | +61.9% | 0.23% | +55.1% |
| Q4 2021 | $530,000 | -1.1% | 4,121 | 0.0% | 0.15% | -7.0% |
| Q3 2021 | $536,000 | -0.4% | 4,121 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $538,000 | +3.1% | 4,121 | +2.5% | 0.16% | -3.1% |
| Q1 2021 | $522,000 | -2.4% | 4,021 | 0.0% | 0.16% | -8.4% |
| Q4 2020 | $535,000 | -11.1% | 4,021 | -11.1% | 0.18% | -19.1% |
| Q3 2020 | $602,000 | -0.2% | 4,521 | 0.0% | 0.22% | -7.9% |
| Q2 2020 | $603,000 | -29.3% | 4,521 | -29.4% | 0.24% | -39.6% |
| Q1 2020 | $853,000 | -5.1% | 6,402 | -10.5% | 0.40% | +10.0% |
| Q4 2019 | $899,000 | -1.5% | 7,150 | -0.7% | 0.36% | -7.0% |
| Q3 2019 | $913,000 | +2.5% | 7,202 | +1.1% | 0.39% | +5.4% |
| Q2 2019 | $891,000 | -2.9% | 7,124 | -4.4% | 0.37% | -11.6% |
| Q1 2019 | $918,000 | +70.0% | 7,452 | +67.6% | 0.42% | +14.0% |
| Q4 2018 | $540,000 | – | 4,447 | – | 0.36% | – |
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% |