ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,872,526 | -3.6% | 25,002 | -4.1% | 0.80% | -6.5% |
| Q3 2022 | $2,979,000 | -42.8% | 26,065 | -40.2% | 0.86% | -40.0% |
| Q2 2022 | $5,205,000 | +41.5% | 43,614 | +44.7% | 1.43% | +64.0% |
| Q1 2022 | $3,679,000 | -6.6% | 30,142 | -1.5% | 0.87% | -2.0% |
| Q4 2021 | $3,937,000 | +118.4% | 30,599 | +120.9% | 0.89% | +97.1% |
| Q3 2021 | $1,803,000 | +10.9% | 13,854 | +11.2% | 0.45% | +5.1% |
| Q2 2021 | $1,626,000 | -61.6% | 12,455 | -61.8% | 0.43% | -65.8% |
| Q1 2021 | $4,239,000 | +3.2% | 32,636 | +5.6% | 1.26% | -6.5% |
| Q4 2020 | $4,108,000 | +7.6% | 30,893 | +7.6% | 1.34% | -3.9% |
| Q3 2020 | $3,819,000 | +46.0% | 28,713 | +46.6% | 1.40% | +29.2% |
| Q2 2020 | $2,615,000 | +563.7% | 19,580 | +502.6% | 1.08% | +310.2% |
| Q4 2018 | $394,000 | – | 3,249 | – | 0.26% | – |
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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% |