ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,526 | +94043.9% | 3,619 | -4.2% | 0.02% | 0.0% |
| Q2 2023 | $435 | +1.4% | 3,778 | +3.6% | 0.02% | -5.3% |
| Q1 2023 | $429 | +1.7% | 3,646 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $422 | -99.9% | 3,675 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $420,000 | +1.9% | 3,675 | +6.5% | 0.02% | +10.5% |
| Q2 2022 | $412,000 | -2.1% | 3,451 | 0.0% | 0.02% | +18.8% |
| Q1 2022 | $421,000 | -4.1% | 3,451 | +1.1% | 0.02% | 0.0% |
| Q4 2021 | $439,000 | -49.8% | 3,412 | -49.2% | 0.02% | -52.9% |
| Q3 2021 | $874,000 | -0.2% | 6,712 | 0.0% | 0.03% | +3.0% |
| Q2 2021 | $876,000 | +1.2% | 6,712 | +0.7% | 0.03% | -5.7% |
| Q1 2021 | $866,000 | -2.4% | 6,667 | 0.0% | 0.04% | -5.4% |
| Q4 2020 | $887,000 | -0.4% | 6,667 | 0.0% | 0.04% | -9.8% |
| Q3 2020 | $891,000 | -0.4% | 6,667 | -0.4% | 0.04% | -6.8% |
| Q2 2020 | $895,000 | -1.3% | 6,694 | -1.6% | 0.04% | -17.0% |
| Q1 2020 | $907,000 | +36.8% | 6,800 | +24.9% | 0.05% | +29.3% |
| Q3 2013 | $663,000 | – | 5,444 | – | 0.04% | – |
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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% |