ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,073 | -1.8% | 36 | 0.0% | 0.00% | – |
| Q2 2023 | $4,149 | -2.0% | 36 | 0.0% | 0.00% | – |
| Q1 2023 | $4,235 | -50.8% | 36 | -52.0% | 0.00% | – |
| Q4 2022 | $8,616 | +115.4% | 75 | +108.3% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 36 | -25.0% | 0.00% | – |
| Q2 2022 | $5,000 | -58.3% | 48 | -54.3% | 0.00% | – |
| Q1 2022 | $12,000 | +9.1% | 105 | +12.9% | 0.00% | – |
| Q4 2021 | $11,000 | +175.0% | 93 | +158.3% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -92.5% | 36 | -91.3% | 0.00% | – |
| Q1 2021 | $53,000 | -7.0% | 414 | -5.0% | 0.00% | – |
| Q4 2020 | $57,000 | -13.6% | 436 | -12.3% | 0.00% | – |
| Q3 2020 | $66,000 | +13.8% | 497 | +13.2% | 0.00% | – |
| Q2 2020 | $58,000 | +16.0% | 439 | +16.1% | 0.00% | – |
| Q1 2020 | $50,000 | +6.4% | 378 | 0.0% | 0.00% | – |
| Q4 2019 | $47,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q3 2019 | $47,000 | 0.0% | 378 | 0.0% | 0.00% | – |
| Q2 2019 | $47,000 | +2.2% | 378 | 0.0% | 0.00% | – |
| Q1 2019 | $46,000 | +2.2% | 378 | 0.0% | 0.00% | – |
| Q4 2018 | $45,000 | – | 378 | – | 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% |