ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 475 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $217,150 | -2.2% | 1,509 | -11.8% | 0.02% | 0.0% |
| Q1 2021 | $222,000 | -14.0% | 1,710 | -15.3% | 0.02% | -11.1% |
| Q4 2020 | $258,000 | -40.7% | 2,020 | -37.9% | 0.02% | -51.4% |
| Q3 2020 | $435,000 | -56.2% | 3,254 | -56.5% | 0.04% | -60.6% |
| Q2 2020 | $994,000 | +71.4% | 7,474 | +71.9% | 0.09% | +13.3% |
| Q1 2020 | $580,000 | +16.7% | 4,348 | +10.0% | 0.08% | +56.6% |
| Q4 2019 | $497,000 | – | 3,952 | – | 0.05% | – |
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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% |