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 | $143,261 | -6.8% | 1,266 | -5.0% | 0.04% | -2.4% |
Q2 2023 | $153,642 | -5.0% | 1,333 | -3.1% | 0.04% | -14.3% |
Q1 2023 | $161,769 | +2.5% | 1,375 | +0.1% | 0.05% | -2.0% |
Q4 2022 | $157,859 | +66.2% | 1,374 | +64.6% | 0.05% | +66.7% |
Q3 2022 | $95,000 | +3.3% | 835 | +8.2% | 0.03% | -6.2% |
Q2 2022 | $92,000 | -25.8% | 772 | -24.2% | 0.03% | -11.1% |
Q1 2022 | $124,000 | +4.2% | 1,018 | +10.4% | 0.04% | +5.9% |
Q4 2021 | $119,000 | +43.4% | 922 | +44.7% | 0.03% | +30.8% |
Q3 2021 | $83,000 | +59.6% | 637 | +59.2% | 0.03% | +62.5% |
Q2 2021 | $52,000 | +2.0% | 400 | +4.2% | 0.02% | -15.8% |
Q4 2020 | $51,000 | -34.6% | 384 | -34.5% | 0.02% | -52.5% |
Q2 2020 | $78,000 | +8.3% | 586 | +8.7% | 0.04% | -16.7% |
Q1 2020 | $72,000 | -65.6% | 539 | -67.6% | 0.05% | -57.9% |
Q4 2019 | $209,000 | +8.3% | 1,662 | +9.3% | 0.11% | -5.8% |
Q3 2019 | $193,000 | +50.8% | 1,521 | +49.6% | 0.12% | +40.7% |
Q2 2019 | $128,000 | – | 1,017 | – | 0.09% | – |
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% |