ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 308 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,214,152 | -1.1% | 10,484 | 0.0% | 0.00% | – |
| Q4 2023 | $1,227,991 | +36.1% | 10,484 | +31.5% | 0.00% | – |
| Q3 2023 | $901,998 | -20.9% | 7,971 | +88466.7% | 0.00% | – |
| Q3 2019 | $1,141,000 | +0.8% | 9 | 0.0% | 0.00% | – |
| Q2 2019 | $1,132,000 | +2.1% | 9 | 0.0% | 0.00% | – |
| Q1 2019 | $1,109,000 | +1.5% | 9 | 0.0% | 0.00% | – |
| Q4 2018 | $1,093,000 | +2.0% | 9 | 0.0% | 0.00% | – |
| Q3 2018 | $1,072,000 | -0.7% | 9 | 0.0% | 0.00% | – |
| Q2 2018 | $1,080,000 | -99.9% | 9 | -99.9% | 0.00% | -100.0% |
| Q3 2017 | $965,107,000 | +9873.2% | 7,814 | -90.0% | 0.00% | -88.9% |
| Q1 2015 | $9,677,000 | +35.4% | 77,931 | +33.4% | 0.01% | +28.6% |
| Q4 2014 | $7,145,000 | -49.2% | 58,420 | -49.6% | 0.01% | -50.0% |
| Q3 2014 | $14,076,000 | +466.0% | 116,027 | +468.2% | 0.01% | +366.7% |
| Q2 2014 | $2,487,000 | -79.4% | 20,421 | -79.6% | 0.00% | -76.9% |
| Q1 2014 | $12,062,000 | +17.9% | 99,927 | +17.2% | 0.01% | +8.3% |
| Q4 2013 | $10,234,000 | +111.2% | 85,260 | +112.5% | 0.01% | +100.0% |
| Q2 2013 | $4,845,000 | – | 40,127 | – | 0.01% | – |
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% |