ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,877 | -2.0% | 372 | 0.0% | 0.02% | +27.8% |
| Q1 2023 | $43,766 | +2.4% | 372 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $42,739 | -0.6% | 372 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $43,000 | -6.5% | 372 | -3.6% | 0.02% | -4.8% |
| Q2 2022 | $46,000 | -51.1% | 386 | -50.0% | 0.02% | +10.5% |
| Q1 2022 | $94,000 | +88.0% | 772 | +100.0% | 0.02% | -13.6% |
| Q4 2021 | $50,000 | 0.0% | 386 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $50,000 | +2.0% | 386 | +3.8% | 0.02% | -4.0% |
| Q2 2021 | $49,000 | +2.1% | 372 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $48,000 | -2.0% | 372 | 0.0% | 0.03% | -15.2% |
| Q4 2020 | $49,000 | -2.0% | 372 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $50,000 | 0.0% | 372 | 0.0% | 0.04% | -5.1% |
| Q2 2020 | $50,000 | -29.6% | 372 | -29.9% | 0.04% | -42.6% |
| Q1 2020 | $71,000 | +51.1% | 531 | +42.7% | 0.07% | +70.0% |
| Q4 2019 | $47,000 | – | 372 | – | 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% |