ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 564 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $929,312 | -2.6% | 8,276 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $953,892 | -2.0% | 8,276 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $973,671 | -22.1% | 8,276 | -23.9% | 0.02% | -13.0% |
| Q4 2022 | $1,249,658 | +3.2% | 10,877 | +2.6% | 0.02% | -8.0% |
| Q3 2022 | $1,211,000 | -1.0% | 10,602 | +3.5% | 0.02% | +8.7% |
| Q2 2022 | $1,223,000 | -1.5% | 10,246 | +0.8% | 0.02% | +15.0% |
| Q1 2022 | $1,241,000 | +9.2% | 10,169 | +15.1% | 0.02% | +11.1% |
| Q4 2021 | $1,136,000 | +260.6% | 8,833 | +265.3% | 0.02% | +260.0% |
| Q3 2021 | $315,000 | +49.3% | 2,418 | +38.8% | 0.01% | -16.7% |
| Q4 2018 | $211,000 | +70.2% | 1,742 | +73.5% | 0.01% | +50.0% |
| Q3 2017 | $124,000 | – | 1,004 | – | 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% |