ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,881 | -39.8% | 2,208 | -39.2% | 0.02% | -50.0% |
| Q3 2022 | $415,000 | +106.5% | 3,630 | +136.0% | 0.03% | +88.9% |
| Q4 2021 | $201,000 | -2.4% | 1,538 | -2.6% | 0.02% | +5.9% |
| Q3 2021 | $206,000 | +2.5% | 1,579 | +2.7% | 0.02% | -5.6% |
| Q2 2021 | $201,000 | -52.7% | 1,538 | -51.7% | 0.02% | -70.5% |
| Q2 2020 | $425,000 | +10525.0% | 3,183 | +7857.5% | 0.06% | +2950.0% |
| Q3 2018 | $4,000 | – | 40 | – | 0.00% | – |
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% |