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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,000 | +89.7% | 426 | +97.2% | 0.00% | +100.0% |
| Q2 2020 | $29,000 | 0.0% | 216 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $29,000 | -12.1% | 216 | -17.2% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +22.2% | 261 | +20.8% | 0.00% | 0.0% |
| Q3 2019 | $27,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $27,000 | +200.0% | 216 | +188.0% | 0.00% | +100.0% |
| Q2 2018 | $9,000 | -86.6% | 75 | -86.4% | 0.00% | -75.0% |
| Q4 2017 | $67,000 | +63.4% | 550 | +70.8% | 0.00% | +33.3% |
| Q2 2016 | $41,000 | +4000.0% | 322 | +3120.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | -83.3% | 10 | -80.0% | 0.00% | – |
| Q4 2014 | $6,000 | +500.0% | 50 | +400.0% | 0.00% | – |
| Q3 2014 | $1,000 | -85.7% | 10 | -83.3% | 0.00% | -100.0% |
| Q2 2014 | $7,000 | +16.7% | 60 | +20.0% | 0.00% | – |
| Q1 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% |
| Q4 2013 | $6,000 | 0.0% | 50 | +2.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | – | 49 | – | 0.00% | – |
Download | ||||||
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% |