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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $227,000 | -3.0% | 1,765 | -1.7% | 0.13% | -12.7% |
| Q3 2021 | $234,000 | -7.1% | 1,795 | -7.0% | 0.15% | -8.0% |
| Q2 2021 | $252,000 | -9.7% | 1,930 | -10.0% | 0.16% | -16.0% |
| Q1 2021 | $279,000 | -2.1% | 2,145 | 0.0% | 0.19% | -13.8% |
| Q4 2020 | $285,000 | -8.9% | 2,145 | -8.5% | 0.22% | -24.0% |
| Q3 2020 | $313,000 | 0.0% | 2,345 | 0.0% | 0.30% | -6.9% |
| Q2 2020 | $313,000 | 0.0% | 2,345 | 0.0% | 0.32% | -11.7% |
| Q1 2020 | $313,000 | +6.1% | 2,345 | 0.0% | 0.36% | +31.4% |
| Q4 2019 | $295,000 | – | 2,345 | – | 0.27% | – |
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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% |