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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $205,000 | -35.5% | 1,679 | -34.7% | 0.00% | – |
| Q3 2017 | $318,000 | -17.2% | 2,573 | -17.1% | 0.00% | – |
| Q2 2017 | $384,000 | -21.0% | 3,104 | -21.4% | 0.00% | – |
| Q1 2017 | $486,000 | -16.8% | 3,949 | -17.2% | 0.00% | – |
| Q4 2016 | $584,000 | -18.4% | 4,770 | -15.7% | 0.00% | – |
| Q3 2016 | $716,000 | -15.9% | 5,658 | -15.4% | 0.00% | – |
| Q2 2016 | $851,000 | -3.2% | 6,686 | -4.2% | 0.00% | – |
| Q1 2016 | $879,000 | -9.7% | 6,981 | -12.0% | 0.00% | – |
| Q4 2015 | $973,000 | -15.9% | 7,933 | -14.6% | 0.00% | – |
| Q3 2015 | $1,157,000 | -14.3% | 9,285 | -15.4% | 0.00% | -100.0% |
| Q2 2015 | $1,350,000 | -21.7% | 10,979 | -21.0% | 0.00% | 0.0% |
| Q1 2015 | $1,725,000 | -18.6% | 13,894 | -19.8% | 0.00% | 0.0% |
| Q4 2014 | $2,119,000 | -15.3% | 17,323 | -16.0% | 0.00% | 0.0% |
| Q3 2014 | $2,501,000 | -4.5% | 20,614 | -4.2% | 0.00% | 0.0% |
| Q2 2014 | $2,620,000 | -10.8% | 21,509 | -11.6% | 0.00% | 0.0% |
| Q1 2014 | $2,937,000 | -13.9% | 24,334 | -14.4% | 0.00% | 0.0% |
| Q4 2013 | $3,411,000 | -9.7% | 28,416 | -8.7% | 0.00% | -50.0% |
| Q3 2013 | $3,776,000 | -15.3% | 31,125 | -15.7% | 0.00% | 0.0% |
| Q2 2013 | $4,459,000 | – | 36,929 | – | 0.00% | – |
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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% |