ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 655 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $213,646 | +1.8% | 1,824 | -1.7% | 0.13% | -5.1% |
Q3 2023 | $209,912 | +0.2% | 1,855 | +2.0% | 0.14% | -4.2% |
Q2 2023 | $209,543 | -4.3% | 1,818 | -5.1% | 0.14% | -25.7% |
Q3 2022 | $219,000 | -4.4% | 1,915 | -0.3% | 0.19% | 0.0% |
Q2 2022 | $229,000 | -9.8% | 1,920 | -7.9% | 0.19% | +8.5% |
Q1 2022 | $254,000 | -69.1% | 2,085 | -67.1% | 0.18% | -41.5% |
Q4 2021 | $821,000 | +82.9% | 6,346 | +83.8% | 0.30% | -16.9% |
Q3 2021 | $449,000 | – | 3,452 | – | 0.36% | – |
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% |