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 | $1,017,460 | -1.8% | 8,991 | -0.0% | 0.89% | -5.2% |
| Q2 2023 | $1,036,559 | -2.1% | 8,993 | -0.0% | 0.94% | -6.9% |
| Q1 2023 | $1,058,371 | +2.0% | 8,996 | -0.4% | 1.01% | -3.9% |
| Q4 2022 | $1,037,506 | +0.6% | 9,030 | +0.1% | 1.05% | -6.2% |
| Q3 2022 | $1,031,000 | -11.0% | 9,020 | -7.1% | 1.12% | -5.7% |
| Q2 2022 | $1,159,000 | -15.0% | 9,710 | -13.1% | 1.19% | -5.2% |
| Q1 2022 | $1,364,000 | -8.6% | 11,178 | -3.7% | 1.25% | -15.3% |
| Q4 2021 | $1,493,000 | – | 11,602 | – | 1.48% | – |
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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% |