ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $89,096 | -70.9% | 773 | -70.3% | 0.02% | -72.1% |
| Q1 2023 | $306,478 | +13.6% | 2,605 | +10.9% | 0.07% | +4.6% |
| Q4 2022 | $269,762 | +799.2% | 2,348 | +782.7% | 0.06% | +712.5% |
| Q3 2022 | $30,000 | -6.2% | 266 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $32,000 | 0.0% | 266 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $32,000 | -5.9% | 266 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | -5.6% | 266 | 0.0% | 0.01% | -69.2% |
| Q3 2021 | $36,000 | +2.9% | 266 | 0.0% | 0.03% | +160.0% |
| Q2 2021 | $35,000 | 0.0% | 266 | 0.0% | 0.01% | -23.1% |
| Q1 2021 | $35,000 | 0.0% | 266 | 0.0% | 0.01% | -38.1% |
| Q4 2020 | $35,000 | -2.8% | 266 | 0.0% | 0.02% | -19.2% |
| Q3 2020 | $36,000 | 0.0% | 266 | 0.0% | 0.03% | -13.3% |
| Q2 2020 | $36,000 | +2.9% | 266 | 0.0% | 0.03% | -16.7% |
| Q1 2020 | $35,000 | – | 266 | – | 0.04% | – |
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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% |