ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854 | +96.3% | 7,545 | +99.9% | 0.18% | +89.4% |
| Q2 2023 | $435 | -99.8% | 3,775 | +97.2% | 0.09% | +42.4% |
| Q1 2021 | $249,000 | +17.5% | 1,914 | +19.9% | 0.07% | +3.1% |
| Q4 2020 | $212,000 | -82.8% | 1,596 | -82.7% | 0.06% | -87.4% |
| Q3 2020 | $1,234,000 | -7.5% | 9,237 | -7.5% | 0.51% | -18.4% |
| Q2 2020 | $1,334,000 | +297.0% | 9,981 | +295.9% | 0.62% | +155.1% |
| Q1 2020 | $336,000 | -80.5% | 2,521 | -81.5% | 0.24% | -85.3% |
| Q3 2019 | $1,724,000 | – | 13,598 | – | 1.65% | – |
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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% |