ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 120 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $871,000 | -21.0% | 29,302 | -26.7% | 0.16% | +0.6% |
| Q2 2018 | $1,102,000 | -98.0% | 39,981 | +2642.2% | 0.16% | -67.4% |
| Q1 2018 | $53,947,000 | +2521.3% | 1,458 | -97.9% | 0.48% | +128.4% |
| Q4 2017 | $2,058,000 | -3.3% | 69,961 | 0.0% | 0.21% | +0.5% |
| Q3 2017 | $2,128,000 | -38.2% | 69,961 | -34.4% | 0.21% | -43.1% |
| Q2 2017 | $3,443,000 | -98.1% | 106,711 | +1728.8% | 0.37% | -6.6% |
| Q1 2017 | $180,416,000 | +3.5% | 5,835 | -3.0% | 0.40% | -79.7% |
| Q4 2016 | $174,305,000 | +2858.3% | 6,014 | -96.7% | 1.95% | +165.9% |
| Q3 2016 | $5,892,000 | +35.9% | 182,857 | +40.4% | 0.73% | +43.2% |
| Q2 2016 | $4,337,000 | -0.8% | 130,237 | -8.5% | 0.51% | +6300.0% |
| Q1 2016 | $4,374,000 | +17.5% | 142,326 | +10.1% | 0.01% | -98.4% |
| Q4 2015 | $3,723,000 | +58.3% | 129,300 | +48.4% | 0.51% | +1.4% |
| Q3 2015 | $2,352,000 | -7.8% | 87,109 | 0.0% | 0.50% | +84.6% |
| Q2 2015 | $2,551,000 | -3.1% | 87,109 | 0.0% | 0.27% | -0.4% |
| Q1 2015 | $2,632,000 | +28.9% | 87,109 | +24.9% | 0.27% | +27.6% |
| Q4 2014 | $2,042,000 | -2.2% | 69,755 | 0.0% | 0.21% | -2.3% |
| Q3 2014 | $2,089,000 | -1.3% | 69,755 | 0.0% | 0.22% | 0.0% |
| Q2 2014 | $2,116,000 | -13.1% | 69,755 | -14.1% | 0.22% | -10.2% |
| Q1 2014 | $2,434,000 | +93.2% | 81,197 | +91.5% | 0.24% | +119.8% |
| Q4 2013 | $1,260,000 | – | 42,390 | – | 0.11% | – |
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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% |