ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 112 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $932,000 | -2.6% | 31,661 | -1.6% | 0.31% | +1.3% |
| Q1 2019 | $957,000 | +15.4% | 32,178 | +2.3% | 0.31% | +11.2% |
| Q4 2018 | $829,000 | -18.2% | 31,455 | -7.7% | 0.28% | -11.2% |
| Q3 2018 | $1,013,000 | +7.7% | 34,065 | -0.2% | 0.31% | +7.2% |
| Q2 2018 | $941,000 | +15.0% | 34,128 | +12.7% | 0.29% | +11.9% |
| Q1 2018 | $818,000 | -1.1% | 30,283 | +7.7% | 0.26% | +0.8% |
| Q4 2017 | $827,000 | -2.7% | 28,106 | +0.6% | 0.26% | -7.9% |
| Q3 2017 | $850,000 | -0.7% | 27,933 | +5.2% | 0.28% | -1.1% |
| Q2 2017 | $856,000 | +3.9% | 26,549 | +4.2% | 0.28% | +3.7% |
| Q1 2017 | $824,000 | -9.8% | 25,479 | -3.8% | 0.27% | -12.5% |
| Q4 2016 | $914,000 | +3.9% | 26,483 | -5.5% | 0.31% | -2.2% |
| Q3 2016 | $880,000 | -12.3% | 28,013 | -7.1% | 0.32% | -8.3% |
| Q2 2016 | $1,003,000 | -6.4% | 30,143 | -13.6% | 0.35% | -5.7% |
| Q1 2016 | $1,072,000 | -1.1% | 34,888 | -7.4% | 0.37% | -5.4% |
| Q4 2015 | $1,084,000 | +4.3% | 37,656 | -2.2% | 0.39% | +2.4% |
| Q3 2015 | $1,039,000 | -6.6% | 38,488 | +1.2% | 0.38% | +1.1% |
| Q2 2015 | $1,113,000 | -9.4% | 38,020 | -6.4% | 0.38% | -11.1% |
| Q1 2015 | $1,228,000 | +1.2% | 40,640 | -2.0% | 0.42% | +3.2% |
| Q4 2014 | $1,214,000 | -2.2% | 41,465 | +0.1% | 0.41% | -9.5% |
| Q3 2014 | $1,241,000 | -5.2% | 41,434 | -3.9% | 0.45% | +4.8% |
| Q2 2014 | $1,309,000 | +1.2% | 43,128 | -0.1% | 0.43% | +0.2% |
| Q1 2014 | $1,294,000 | -5.3% | 43,168 | -6.1% | 0.43% | -18.8% |
| Q4 2013 | $1,367,000 | +6.6% | 45,971 | -1.1% | 0.53% | +0.6% |
| Q3 2013 | $1,282,000 | +22.7% | 46,469 | +15.0% | 0.53% | +13.8% |
| Q2 2013 | $1,045,000 | – | 40,417 | – | 0.46% | – |
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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% |