Rinkey Investments - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.

Quarter-by-quarter ownership
Rinkey Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,592,951
+7.0%
67,099
+8.9%
3.48%
+7.2%
Q2 2023$7,098,979
+80.9%
61,591
+84.7%
3.25%
+57.9%
Q1 2023$3,923,510
+196.1%
33,349
+189.2%
2.06%
+159.3%
Q4 2022$1,324,911
+1.8%
11,532
+1.8%
0.79%
-19.3%
Q3 2022$1,301,00011,3320.98%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders