ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,160,569 | -53.2% | 10,256 | -52.3% | 0.12% | -51.8% |
| Q2 2023 | $2,480,482 | +42.8% | 21,521 | -84.0% | 0.25% | +160.8% |
| Q1 2023 | $1,737,441 | +2.5% | 134,858 | +813.8% | 0.10% | +27.6% |
| Q4 2022 | $1,695,515 | +46.2% | 14,758 | +45.4% | 0.08% | +11.8% |
| Q3 2022 | $1,160,000 | +523.7% | 10,147 | +557.2% | 0.07% | +300.0% |
| Q2 2022 | $186,000 | -30.6% | 1,544 | -29.6% | 0.02% | +13.3% |
| Q1 2022 | $268,000 | -18.5% | 2,194 | -14.1% | 0.02% | -46.4% |
| Q4 2021 | $329,000 | -65.8% | 2,555 | -65.5% | 0.03% | -63.6% |
| Q1 2021 | $963,000 | +9.9% | 7,414 | +12.5% | 0.08% | -4.9% |
| Q4 2020 | $876,000 | – | 6,590 | – | 0.08% | – |
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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% |