ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,943 | -11.7% | 9,301 | -10.1% | 0.09% | -9.5% |
| Q2 2023 | $1,191,823 | -18.8% | 10,343 | -17.5% | 0.10% | -21.5% |
| Q1 2023 | $1,468,592 | -18.1% | 12,536 | -19.7% | 0.12% | -22.4% |
| Q4 2022 | $1,792,973 | +6.5% | 15,606 | +6.1% | 0.16% | -3.1% |
| Q3 2022 | $1,684,000 | +20.5% | 14,709 | +24.9% | 0.16% | +23.8% |
| Q2 2022 | $1,398,000 | +556.3% | 11,774 | +573.6% | 0.13% | +622.2% |
| Q1 2022 | $213,000 | – | 1,748 | – | 0.02% | – |
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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% |