ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 369 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $251,147 | +25.4% | 2,175 | +22.9% | 0.01% | -22.2% |
| Q3 2023 | $200,293 | -46.4% | 1,770 | -45.4% | 0.01% | -30.8% |
| Q2 2023 | $373,558 | -2.2% | 3,241 | -0.2% | 0.01% | -13.3% |
| Q1 2023 | $381,892 | +36.7% | 3,246 | +33.5% | 0.02% | +25.0% |
| Q4 2022 | $279,412 | -15.3% | 2,432 | -16.0% | 0.01% | -20.0% |
| Q3 2022 | $330,000 | +8.2% | 2,896 | +13.2% | 0.02% | +7.1% |
| Q2 2022 | $305,000 | +510.0% | 2,559 | +546.2% | 0.01% | +366.7% |
| Q4 2021 | $50,000 | -78.7% | 396 | -78.8% | 0.00% | -85.7% |
| Q4 2019 | $234,524 | -1.3% | 1,865 | -0.4% | 0.02% | -12.5% |
| Q3 2019 | $237,496 | -85.1% | 1,873 | -85.7% | 0.02% | -88.4% |
| Q4 2018 | $1,594,953 | +620.9% | 13,138 | +607.1% | 0.21% | +728.0% |
| Q3 2018 | $221,232 | -93.4% | 1,858 | -93.2% | 0.02% | -94.7% |
| Q4 2017 | $3,330,692 | -24.7% | 27,265 | -23.8% | 0.48% | -33.2% |
| Q3 2017 | $4,422,029 | +9.4% | 35,803 | +9.5% | 0.71% | -6.1% |
| Q2 2017 | $4,041,728 | +6.6% | 32,708 | +6.1% | 0.76% | -8.9% |
| Q1 2017 | $3,791,786 | -5.7% | 30,815 | -6.2% | 0.83% | -17.7% |
| Q4 2016 | $4,022,861 | +172.3% | 32,837 | +181.2% | 1.01% | +153.0% |
| Q3 2016 | $1,477,608 | – | 11,677 | – | 0.40% | – |
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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% |