ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $408,734 | -1.8% | 3,612 | 0.0% | 0.73% | -3.4% |
| Q2 2023 | $416,319 | +22.4% | 3,612 | +25.0% | 0.76% | +57.3% |
| Q1 2023 | $340,009 | +2.4% | 2,890 | 0.0% | 0.48% | 0.0% |
| Q4 2022 | $332,032 | -28.0% | 2,890 | -28.4% | 0.48% | -26.5% |
| Q3 2022 | $461,000 | -93.0% | 4,035 | -92.7% | 0.65% | -75.2% |
| Q2 2022 | $6,568,000 | -80.9% | 55,035 | -80.5% | 2.63% | -64.6% |
| Q1 2022 | $34,422,000 | -58.5% | 282,035 | -56.2% | 7.43% | -40.1% |
| Q4 2021 | $82,881,000 | – | 644,138 | – | 12.40% | – |
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% |