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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $15,374,000 | +70.1% | 124,479 | +70.2% | 0.13% | +69.2% |
| Q2 2017 | $9,038,000 | +89.5% | 73,143 | +88.7% | 0.08% | +110.8% |
| Q1 2017 | $4,769,000 | +21.7% | 38,760 | +21.2% | 0.04% | +42.3% |
| Q4 2016 | $3,918,000 | +547.6% | 31,987 | +568.8% | 0.03% | +550.0% |
| Q3 2016 | $605,000 | -10.6% | 4,783 | -10.1% | 0.00% | 0.0% |
| Q2 2016 | $677,000 | – | 5,322 | – | 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% |