ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,416 | -31.0% | 5,138 | -29.7% | 0.01% | -29.4% |
| Q2 2023 | $842,205 | +114.7% | 7,307 | +119.2% | 0.02% | +6.2% |
| Q1 2023 | $392,245 | -25.6% | 3,334 | -27.4% | 0.02% | -20.0% |
| Q4 2022 | $527,345 | -13.6% | 4,590 | -14.0% | 0.02% | -42.9% |
| Q3 2022 | $610,000 | -53.3% | 5,337 | -51.2% | 0.04% | -55.1% |
| Q2 2022 | $1,306,000 | +185.8% | 10,941 | +207.9% | 0.08% | +212.0% |
| Q1 2022 | $457,000 | 0.0% | 3,553 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $457,000 | – | 3,553 | +355200.0% | 0.02% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2020 | $94,000 | -95.8% | 710 | -95.7% | 0.01% | -96.3% |
| Q3 2020 | $2,219,000 | +54.7% | 16,608 | +54.8% | 0.19% | +39.6% |
| Q2 2020 | $1,434,000 | +675.1% | 10,730 | +674.2% | 0.13% | +509.1% |
| Q1 2020 | $185,000 | +180.3% | 1,386 | +164.0% | 0.02% | +175.0% |
| Q4 2019 | $66,000 | +500.0% | 525 | +510.5% | 0.01% | +300.0% |
| Q3 2019 | $11,000 | +83.3% | 86 | +72.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | – | 50 | – | 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% |