ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $578,587 | +85.4% | 5,113 | +91.5% | 0.06% | +71.1% |
Q2 2023 | $312,070 | -23.5% | 2,670 | -23.0% | 0.04% | -22.4% |
Q1 2023 | $408,010 | +14.7% | 3,468 | +12.1% | 0.05% | +4.3% |
Q4 2022 | $355,585 | -40.8% | 3,095 | -41.2% | 0.05% | -53.5% |
Q3 2022 | $601,000 | +72.7% | 5,262 | +80.6% | 0.10% | +40.3% |
Q2 2022 | $348,000 | – | 2,914 | – | 0.07% | – |
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% |