ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891,045 | +156774.1% | 53,247 | +979.8% | 0.01% | +400.0% |
| Q2 2023 | $568 | 0.0% | 4,931 | +2.5% | 0.00% | -88.2% |
| Q1 2023 | $568 | -94.3% | 4,810 | +6146.8% | 0.02% | – |
| Q1 2021 | $10,000 | -100.0% | 77 | -98.1% | 0.00% | -100.0% |
| Q1 2020 | $539,105,000 | +382244.0% | 4,052 | +253.0% | 1.67% | +1619.6% |
| Q4 2019 | $141,000 | -88.6% | 1,148 | -88.3% | 0.10% | -90.9% |
| Q3 2019 | $1,239,000 | +122.4% | 9,772 | +120.5% | 1.07% | +133.5% |
| Q2 2019 | $557,000 | +125.5% | 4,431 | +120.1% | 0.46% | +128.5% |
| Q1 2019 | $247,000 | -90.6% | 2,013 | -90.8% | 0.20% | -92.7% |
| Q3 2018 | $2,622,000 | -74.3% | 21,980 | -74.2% | 2.74% | -71.3% |
| Q2 2018 | $10,196,000 | +362.6% | 85,053 | +360.3% | 9.56% | +323.8% |
| Q1 2018 | $2,204,000 | – | 18,477 | – | 2.26% | – |
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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% |