ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $8,679,000 | +4.7% | 71,956 | +6.1% | 1.06% | +6.1% |
| Q4 2017 | $8,288,000 | -5.3% | 67,844 | -4.3% | 1.00% | -11.1% |
| Q3 2017 | $8,752,000 | +0.5% | 70,863 | +0.6% | 1.13% | -6.3% |
| Q2 2017 | $8,706,000 | +50.7% | 70,451 | +50.1% | 1.20% | +43.2% |
| Q1 2017 | $5,777,000 | +376.7% | 46,947 | +374.5% | 0.84% | +349.2% |
| Q4 2016 | $1,212,000 | – | 9,895 | – | 0.19% | – |
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% |