ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 580 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $205,999 | -0.3% | 1,784 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $206,606 | +0.9% | 1,784 | +2.0% | 0.02% | -5.9% |
| Q4 2023 | $204,861 | +90.7% | 1,749 | +90.7% | 0.02% | +88.9% |
| Q4 2022 | $107,417 | -100.0% | 917 | -91.4% | 0.01% | -95.0% |
| Q2 2020 | $1,418,238,000 | +100199.7% | 10,610 | 0.0% | 0.18% | -16.7% |
| Q1 2020 | $1,414,000 | – | 10,610 | – | 0.22% | – |
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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% |