ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 8.00 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $424,000 | +6.3% | 3,190 | +6.9% | 0.04% | -2.5% |
| Q3 2020 | $399,000 | 0.0% | 2,985 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $399,000 | +0.3% | 2,985 | 0.0% | 0.04% | -14.6% |
| Q1 2020 | $398,000 | +6.1% | 2,985 | 0.0% | 0.05% | +37.1% |
| Q4 2019 | $375,000 | +64.5% | 2,985 | +65.8% | 0.04% | +59.1% |
| Q3 2019 | $228,000 | +0.9% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $226,000 | +1.8% | 1,800 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $222,000 | -89.0% | 1,800 | -88.8% | 0.02% | -90.8% |
| Q3 2016 | $2,025,000 | -0.6% | 16,000 | 0.0% | 0.25% | -5.3% |
| Q2 2016 | $2,038,000 | – | 16,000 | – | 0.26% | – |
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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% |