ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,804 | +32.0% | 34 | +36.0% | 0.00% | 0.0% |
| Q2 2023 | $2,882 | -2.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,941 | +2.4% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,872 | -99.9% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,857,000 | -4.3% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,984,000 | -0.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,004,000 | -6.6% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,217,000 | -1.1% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,254,000 | -0.3% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,263,000 | +0.5% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,247,000 | -30.2% | 25 | -28.6% | 0.00% | -50.0% |
| Q4 2020 | $4,654,000 | +248.4% | 35 | +250.0% | 0.00% | +100.0% |
| Q3 2020 | $1,336,000 | -0.1% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,337,000 | +133600.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | – | 10 | – | 0.00% | – |
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% |