ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $80,000 | -4.8% | 700 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $84,000 | -1.2% | 700 | 0.0% | 0.06% | +15.1% |
| Q1 2022 | $85,000 | -5.6% | 700 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $90,000 | +8.4% | 700 | +9.4% | 0.05% | -1.8% |
| Q3 2021 | $83,000 | -1.2% | 640 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $84,000 | +1.2% | 640 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $83,000 | -2.4% | 640 | 0.0% | 0.06% | -12.7% |
| Q4 2020 | $85,000 | 0.0% | 640 | 0.0% | 0.07% | -12.3% |
| Q3 2020 | $85,000 | -18.3% | 640 | -17.4% | 0.08% | -26.4% |
| Q2 2020 | $104,000 | +1.0% | 775 | 0.0% | 0.11% | -12.0% |
| Q1 2020 | $103,000 | +836.4% | 775 | +761.1% | 0.12% | +1150.0% |
| Q4 2019 | $11,000 | – | 90 | – | 0.01% | – |
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% |