ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $535,000 | -8.9% | 4,490 | -6.7% | 0.62% | -9.0% |
| Q1 2022 | $587,000 | -6.8% | 4,811 | -1.8% | 0.68% | +0.4% |
| Q4 2021 | $630,000 | -3.5% | 4,900 | -2.4% | 0.68% | -4.0% |
| Q3 2021 | $653,000 | -0.2% | 5,019 | +0.1% | 0.70% | +1.0% |
| Q2 2021 | $654,000 | -8.1% | 5,014 | -8.6% | 0.70% | +0.6% |
| Q1 2021 | $712,000 | -1.1% | 5,487 | +1.3% | 0.69% | -10.8% |
| Q4 2020 | $720,000 | -7.6% | 5,419 | -7.2% | 0.78% | -17.0% |
| Q3 2020 | $779,000 | +19.3% | 5,838 | +19.4% | 0.94% | +27.5% |
| Q2 2020 | $653,000 | +2.2% | 4,889 | +2.0% | 0.74% | -3.8% |
| Q1 2020 | $639,000 | +2.4% | 4,792 | -3.0% | 0.76% | +31.3% |
| Q4 2019 | $624,000 | – | 4,938 | – | 0.58% | – |
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% |