ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,475 | -2.2% | 110 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $12,755 | -2.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,019 | +2.1% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,749 | -84.3% | 111 | -84.3% | 0.00% | -85.2% |
| Q3 2022 | $81,000 | -57.8% | 709 | -56.0% | 0.03% | -59.1% |
| Q2 2022 | $192,000 | -94.3% | 1,613 | -94.2% | 0.07% | -93.4% |
| Q1 2022 | $3,386,000 | -8.0% | 27,744 | -3.1% | 1.00% | -11.5% |
| Q4 2021 | $3,682,000 | -0.5% | 28,617 | +0.6% | 1.13% | -8.3% |
| Q3 2021 | $3,702,000 | +15.8% | 28,444 | +16.1% | 1.23% | +16.7% |
| Q2 2021 | $3,197,000 | -54.5% | 24,494 | -54.8% | 1.06% | -55.6% |
| Q1 2021 | $7,031,000 | -1.1% | 54,132 | +1.3% | 2.38% | -6.4% |
| Q4 2020 | $7,109,000 | +14.8% | 53,462 | +15.3% | 2.54% | +1.3% |
| Q3 2020 | $6,195,000 | +1.2% | 46,376 | +1.3% | 2.51% | -5.4% |
| Q2 2020 | $6,120,000 | – | 45,781 | – | 2.65% | – |
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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% |