ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,118 | -13.4% | 11,461 | -10.1% | 0.00% | 0.0% |
| Q2 2023 | $281,752 | -5.7% | 12,749 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $298,902 | -0.7% | 12,906 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $300,942 | +3.1% | 13,417 | -3.9% | 0.00% | -33.3% |
| Q3 2022 | $292,000 | -17.7% | 13,967 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $355,000 | -16.3% | 14,124 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $424,000 | -9.6% | 14,179 | -0.6% | 0.00% | 0.0% |
| Q4 2021 | $469,000 | +1.3% | 14,259 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $463,000 | -11.0% | 14,259 | -8.9% | 0.00% | -25.0% |
| Q2 2021 | $520,000 | +2.8% | 15,644 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $506,000 | -63.5% | 15,644 | -65.9% | 0.00% | -63.6% |
| Q4 2020 | $1,388,000 | +11.0% | 45,944 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,250,000 | -1.9% | 45,944 | -0.6% | 0.01% | -8.3% |
| Q2 2020 | $1,274,000 | +10.9% | 46,221 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $1,149,000 | +130.3% | 46,221 | +176.6% | 0.01% | +180.0% |
| Q4 2019 | $499,000 | -1.0% | 16,711 | -3.3% | 0.01% | 0.0% |
| Q3 2019 | $504,000 | -1.0% | 17,286 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $509,000 | -1.0% | 17,286 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $514,000 | +12.7% | 17,286 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $456,000 | -14.1% | 17,286 | -3.2% | 0.01% | 0.0% |
| Q3 2018 | $531,000 | +10.4% | 17,861 | +2.4% | 0.01% | 0.0% |
| Q2 2018 | $481,000 | -52.3% | 17,436 | -53.3% | 0.01% | -14.3% |
| Q1 2018 | $1,008,000 | +83.6% | 37,326 | +100.0% | 0.01% | 0.0% |
| Q4 2017 | $549,000 | -3.2% | 18,663 | 0.0% | 0.01% | -12.5% |
| Q3 2017 | $567,000 | -11.5% | 18,663 | -6.1% | 0.01% | -11.1% |
| Q2 2017 | $641,000 | -0.8% | 19,878 | -0.5% | 0.01% | 0.0% |
| Q1 2017 | $646,000 | -6.8% | 19,968 | -0.6% | 0.01% | -10.0% |
| Q4 2016 | $693,000 | +4.8% | 20,082 | -2.1% | 0.01% | 0.0% |
| Q3 2016 | $661,000 | -3.8% | 20,522 | -0.5% | 0.01% | -9.1% |
| Q2 2016 | $687,000 | +40.2% | 20,632 | +29.5% | 0.01% | +37.5% |
| Q1 2016 | $490,000 | +4.7% | 15,936 | -2.1% | 0.01% | 0.0% |
| Q4 2015 | $468,000 | +6.4% | 16,281 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $440,000 | -46.9% | 16,281 | -42.4% | 0.01% | -38.5% |
| Q2 2015 | $828,000 | +66.3% | 28,256 | +71.4% | 0.01% | +62.5% |
| Q1 2015 | $498,000 | -1.6% | 16,481 | -4.6% | 0.01% | 0.0% |
| Q4 2014 | $506,000 | -18.3% | 17,274 | -16.4% | 0.01% | -20.0% |
| Q3 2014 | $619,000 | +2.5% | 20,664 | +3.7% | 0.01% | 0.0% |
| Q2 2014 | $604,000 | +2.2% | 19,931 | +1.1% | 0.01% | 0.0% |
| Q1 2014 | $591,000 | +1.9% | 19,716 | +1.2% | 0.01% | 0.0% |
| Q4 2013 | $580,000 | +16.7% | 19,486 | +8.3% | 0.01% | +11.1% |
| Q3 2013 | $497,000 | +7.3% | 17,999 | +0.4% | 0.01% | 0.0% |
| Q2 2013 | $463,000 | +24.1% | 17,924 | +17.0% | 0.01% | +28.6% |
| Q1 2013 | $373,000 | – | 15,326 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3,523,192 | $117,040,000 | 6.12% |
| Karp Capital Management Corp | 317,047 | $10,532,000 | 1.56% |
| First Citizens Financial Corp | 31,319 | $1,040,000 | 0.79% |
| Planned Solutions, Inc. | 33,909 | $1,126,000 | 0.78% |
| Orion Portfolio Solutions, LLC | 419,968 | $13,951,000 | 0.55% |
| Sierra Capital LLC | 83,791 | $2,784,000 | 0.52% |
| Signature Wealth Management Partners, LLC | 8,495 | $282,000 | 0.26% |
| Family Firm, Inc. | 27,583 | $916,000 | 0.25% |
| Lumature Wealth Partners, LLC | 18,025 | $599,000 | 0.25% |
| WINTRUST INVESTMENTS LLC | 67,759 | $2,251,000 | 0.23% |