ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $23,648 | +39.1% | 201 | +36.7% | 0.00% | +50.0% |
| Q3 2022 | $17,000 | +142.9% | 147 | +172.2% | 0.00% | +100.0% |
| Q1 2022 | $7,000 | +133.3% | 54 | +125.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -50.0% | 24 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +100.0% | 48 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $3,000 | -75.0% | 24 | -76.2% | 0.00% | -66.7% |
| Q3 2018 | $12,000 | 0.0% | 101 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $12,000 | -58.6% | 101 | -58.1% | 0.01% | -63.2% |
| Q1 2018 | $29,000 | +866.7% | 241 | +904.2% | 0.02% | +850.0% |
| Q4 2017 | $3,000 | – | 24 | – | 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% |