ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 457 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,738 | +5.1% | 1,933 | +7.1% | 0.06% | +7.5% |
| Q2 2023 | $208,044 | +4.5% | 1,805 | +6.7% | 0.05% | +1.9% |
| Q1 2023 | $199,064 | +15.4% | 1,692 | +12.7% | 0.05% | +10.6% |
| Q4 2022 | $172,450 | +11.3% | 1,501 | +10.9% | 0.05% | 0.0% |
| Q3 2022 | $155,000 | +12.3% | 1,354 | +17.1% | 0.05% | +14.6% |
| Q2 2022 | $138,000 | +3.8% | 1,156 | +6.0% | 0.04% | +7.9% |
| Q1 2022 | $133,000 | +11.8% | 1,091 | +18.3% | 0.04% | +5.6% |
| Q4 2021 | $119,000 | +24.0% | 922 | +25.3% | 0.04% | +12.5% |
| Q3 2021 | $96,000 | +3.2% | 736 | +3.7% | 0.03% | 0.0% |
| Q2 2021 | $93,000 | +25.7% | 710 | +24.8% | 0.03% | +14.3% |
| Q1 2021 | $74,000 | -2.6% | 569 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $76,000 | +31.0% | 569 | +32.0% | 0.03% | +7.1% |
| Q3 2020 | $58,000 | +56.8% | 431 | +57.3% | 0.03% | +47.4% |
| Q2 2020 | $37,000 | +68.2% | 274 | +63.1% | 0.02% | +35.7% |
| Q1 2020 | $22,000 | – | 168 | – | 0.01% | – |
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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% |