ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -2.8% | 1,688 | +2.4% | 0.01% | 0.0% |
| Q4 2021 | $212,000 | -1.4% | 1,648 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $215,000 | 0.0% | 1,648 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $215,000 | -33.8% | 1,648 | -34.1% | 0.01% | -37.5% |
| Q1 2021 | $325,000 | -66.4% | 2,502 | -65.6% | 0.01% | -69.2% |
| Q4 2020 | $967,000 | -0.5% | 7,275 | 0.0% | 0.03% | -13.3% |
| Q3 2020 | $972,000 | 0.0% | 7,275 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $972,000 | +0.2% | 7,275 | 0.0% | 0.03% | -13.2% |
| Q1 2020 | $970,000 | +284.9% | 7,275 | +263.6% | 0.04% | +375.0% |
| Q4 2019 | $252,000 | +0.8% | 2,001 | +1.6% | 0.01% | 0.0% |
| Q3 2019 | $250,000 | +23.8% | 1,970 | +23.1% | 0.01% | 0.0% |
| Q3 2016 | $202,000 | -1.0% | 1,600 | 0.0% | 0.01% | -11.1% |
| Q2 2016 | $204,000 | +1.0% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $202,000 | – | 1,600 | – | 0.01% | – |
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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% |