ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,436 | +65.2% | 101 | +68.3% | 0.00% | 0.0% |
| Q2 2023 | $6,923 | -2.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,066 | +2.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,900 | +15.0% | 60 | +9.1% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -62.5% | 55 | -60.1% | 0.00% | -66.7% |
| Q2 2022 | $16,000 | +33.3% | 138 | +46.8% | 0.00% | +50.0% |
| Q1 2022 | $12,000 | 0.0% | 94 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 90 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | +71.4% | 89 | +61.8% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -80.6% | 55 | -79.9% | 0.00% | -81.8% |
| Q1 2021 | $36,000 | -12.2% | 274 | -10.7% | 0.01% | -21.4% |
| Q4 2020 | $41,000 | +2.5% | 307 | +1.7% | 0.01% | -12.5% |
| Q3 2020 | $40,000 | +21.2% | 302 | +23.3% | 0.02% | 0.0% |
| Q2 2020 | $33,000 | +3.1% | 245 | +1.2% | 0.02% | -20.0% |
| Q1 2020 | $32,000 | +3.2% | 242 | -0.8% | 0.02% | +11.1% |
| Q4 2019 | $31,000 | +63.2% | 244 | +59.5% | 0.02% | +50.0% |
| Q3 2019 | $19,000 | 0.0% | 153 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $19,000 | +5.6% | 153 | +7.0% | 0.01% | 0.0% |
| Q1 2019 | $18,000 | -25.0% | 143 | -28.1% | 0.01% | -36.4% |
| Q4 2018 | $24,000 | – | 199 | – | 0.02% | – |
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% |