Mount Lucas Management LP / IEI
Mount Lucas Management LP’s Ishares Tr Position
Does Mount Lucas Management LP own Ishares Tr (IEI)? Yes — 43.2K shares worth $5M (+1.89% of its 13F portfolio) as of Q1 2026, up from 16.6K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
43.2K
% of Portfolio
+1.89%
Quarters Held
17
currently held
Position History IEI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 43.2K | $5M | +1.89% |
| Q4 2025 | 16.6K | $2M | +0.79% |
| Q3 2025 | 23.0K | $3M | +1.13% |
| Q2 2025 | 39.8K | $5M | +2.02% |
| Q1 2025 | 58.1K | $7M | +2.21% |
| Q4 2024 | 79.2K | $9M | +3.19% |
| Q3 2024 | 22.4K | $3M | +0.91% |
| Q2 2024 | 28.5K | $3M | +0.94% |
| Q1 2024 | 23.7K | $3M | +0.75% |
| Q4 2023 | 29.8K | $3M | +1.00% |
| Q2 2023 | 43.0K | $5M | +1.66% |
| Q1 2023 | 25.8K | $3M | +0.80% |
| Q4 2019 | 166.4K | $21M | +4.17% |
| Q3 2019 | 254.0K | $32M | +5.77% |
| Q2 2019 | 361.3K | $45M | +7.69% |
| Q1 2019 | 436.3K | $54M | +8.89% |
| Q4 2018 | 821.4K | $100M | +12.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of IEI.