ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,422 | +3.5% | 3,026 | +4.3% | 0.01% | -25.0% |
| Q3 2022 | $331,000 | +819.4% | 2,900 | +869.9% | 0.01% | +700.0% |
| Q1 2022 | $36,000 | -5.3% | 299 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | -2.6% | 299 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | -25.0% | 299 | -24.5% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +33.3% | 396 | +32.4% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | -2.5% | 299 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | 0.0% | 299 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | -16.7% | 299 | -17.4% | 0.00% | 0.0% |
| Q2 2020 | $48,000 | +269.2% | 362 | +273.2% | 0.00% | – |
| Q1 2020 | $13,000 | -51.9% | 97 | -55.5% | 0.00% | -100.0% |
| Q4 2019 | $27,000 | -3.6% | 218 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | +600.0% | 218 | +560.6% | 0.00% | – |
| Q2 2019 | $4,000 | – | 33 | – | 0.00% | – |
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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% |