ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 508 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $203,019 | +20.5% | 1,758 | +20.9% | 0.02% | +12.5% |
| Q1 2024 | $168,421 | +79.9% | 1,454 | +82.0% | 0.02% | +60.0% |
| Q4 2023 | $93,640 | +35.4% | 799 | +30.8% | 0.01% | +25.0% |
| Q3 2023 | $69,164 | +87.5% | 611 | +90.9% | 0.01% | +100.0% |
| Q2 2023 | $36,883 | +1129.4% | 320 | +966.7% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +33.3% | 30 | +15.4% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 26 | -23.5% | 0.00% | -100.0% |
| Q4 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | +100.0% | 34 | +78.9% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 19 | +111.1% | 0.00% | – |
| Q4 2020 | $1,000 | -98.5% | 9 | -98.2% | 0.00% | -100.0% |
| Q2 2020 | $66,000 | – | 495 | – | 0.02% | – |
| Q4 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2017 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | -89.3% | 22 | -90.5% | 0.00% | -91.3% |
| Q4 2016 | $28,000 | – | 232 | – | 0.02% | – |
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% |