ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $303,000 | +17.9% | 2,540 | +20.5% | 0.20% | +46.8% |
| Q1 2022 | $257,000 | -5.2% | 2,108 | +0.2% | 0.14% | +39.0% |
| Q4 2021 | $271,000 | +7.1% | 2,104 | +8.1% | 0.10% | 0.0% |
| Q3 2021 | $253,000 | +8.1% | 1,946 | +8.5% | 0.10% | +7.5% |
| Q2 2021 | $234,000 | +1.7% | 1,794 | +1.1% | 0.09% | -7.0% |
| Q1 2021 | $230,000 | +1.3% | 1,774 | +4.0% | 0.10% | +2.0% |
| Q4 2020 | $227,000 | +2.3% | 1,706 | +2.6% | 0.10% | -10.9% |
| Q3 2020 | $222,000 | +6.7% | 1,662 | +6.8% | 0.11% | -6.8% |
| Q2 2020 | $208,000 | +2.5% | 1,556 | +2.2% | 0.12% | -31.8% |
| Q1 2020 | $203,000 | +16.7% | 1,522 | +10.2% | 0.17% | +21.0% |
| Q4 2019 | $174,000 | – | 1,381 | – | 0.14% | – |
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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% |