ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $346,011 | -24.0% | 3,002 | -22.4% | 0.50% | -26.1% |
| Q1 2023 | $455,070 | +2.4% | 3,868 | 0.0% | 0.67% | +13.6% |
| Q4 2022 | $444,395 | -10.0% | 3,868 | -10.5% | 0.59% | -53.5% |
| Q3 2022 | $494,000 | +6.9% | 4,324 | +11.8% | 1.27% | +82.1% |
| Q2 2022 | $462,000 | -2.1% | 3,868 | 0.0% | 0.70% | +68.8% |
| Q1 2022 | $472,000 | -93.9% | 3,868 | -93.6% | 0.41% | -93.5% |
| Q4 2021 | $7,758,000 | – | 60,294 | – | 6.32% | – |
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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% |