ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 572 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $283 | -26.9% | 2,454 | -25.4% | 0.03% | -42.9% |
Q1 2023 | $387 | -99.8% | 3,289 | +96.7% | 0.05% | +122.7% |
Q1 2021 | $217,000 | -60.5% | 1,672 | -59.3% | 0.02% | -70.7% |
Q3 2020 | $549,000 | +17.1% | 4,108 | +17.0% | 0.08% | +13.6% |
Q2 2020 | $469,000 | +12.7% | 3,510 | +12.6% | 0.07% | -2.9% |
Q1 2020 | $416,000 | +15.6% | 3,118 | +9.9% | 0.07% | +25.9% |
Q3 2019 | $360,000 | +0.6% | 2,838 | -0.4% | 0.05% | 0.0% |
Q2 2019 | $358,000 | +69.7% | 2,848 | +66.3% | 0.05% | +58.8% |
Q1 2019 | $211,000 | -8.3% | 1,713 | -11.4% | 0.03% | -8.1% |
Q3 2018 | $230,000 | -22.3% | 1,933 | -21.6% | 0.04% | -27.5% |
Q2 2018 | $296,000 | -3.9% | 2,464 | -3.6% | 0.05% | -34.6% |
Q1 2018 | $308,000 | +26.2% | 2,556 | +29.4% | 0.08% | +25.8% |
Q3 2017 | $244,000 | 0.0% | 1,975 | 0.0% | 0.06% | -4.6% |
Q2 2017 | $244,000 | -30.3% | 1,975 | -30.6% | 0.06% | -35.0% |
Q1 2017 | $350,000 | -30.4% | 2,847 | -30.6% | 0.10% | -52.2% |
Q4 2016 | $503,000 | +6.8% | 4,102 | +10.2% | 0.21% | -4.1% |
Q3 2016 | $471,000 | – | 3,722 | – | 0.22% | – |
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% |