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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,656 | +2.5% | 300 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $33,813 | -1.5% | 300 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $34,344 | -3.1% | 300 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $35,444 | +2.6% | 300 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $34,539 | -19.7% | 300 | -21.7% | 0.02% | -25.8% |
| Q3 2022 | $43,000 | -6.5% | 383 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $46,000 | -4.2% | 383 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $48,000 | -2.0% | 383 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $49,000 | – | 383 | – | 0.03% | – |
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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% |