ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,246,791 | -2.0% | 10,817 | +2381.0% | 1.80% | +0.6% |
| Q1 2023 | $1,272,644 | +2.4% | 436 | -96.0% | 1.79% | -3.1% |
| Q4 2022 | $1,242,444 | -6.3% | 10,814 | -2.7% | 1.85% | +5.1% |
| Q2 2022 | $1,326,000 | -68.0% | 11,114 | -67.3% | 1.76% | -51.0% |
| Q1 2022 | $4,144,000 | +165.8% | 33,952 | +180.2% | 3.59% | +203.2% |
| Q4 2021 | $1,559,000 | – | 12,119 | – | 1.18% | – |
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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% |