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 | $626,341 | -1.8% | 5,535 | 0.0% | 0.05% | -3.6% |
| Q2 2023 | $637,964 | -2.0% | 5,535 | 0.0% | 0.06% | -8.3% |
| Q1 2023 | $651,193 | +2.4% | 5,535 | 0.0% | 0.06% | -4.8% |
| Q4 2022 | $635,916 | -7.8% | 5,535 | -8.3% | 0.06% | -16.0% |
| Q3 2022 | $690,000 | -4.2% | 6,035 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $720,000 | -2.3% | 6,035 | 0.0% | 0.08% | +18.8% |
| Q1 2022 | $737,000 | -13.9% | 6,035 | -9.3% | 0.06% | +16.4% |
| Q4 2021 | $856,000 | -1.2% | 6,651 | 0.0% | 0.06% | -8.3% |
| Q3 2021 | $866,000 | +11.2% | 6,651 | +11.5% | 0.06% | +15.4% |
| Q2 2021 | $779,000 | +0.5% | 5,965 | 0.0% | 0.05% | -5.5% |
| Q1 2021 | $775,000 | – | 5,965 | – | 0.06% | – |
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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% |