ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 125 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $230,000 | -91.4% | 8,339 | -91.6% | 0.01% | -82.7% |
| Q1 2018 | $2,672,000 | +87.1% | 98,922 | +103.8% | 0.08% | -2.4% |
| Q4 2017 | $1,428,000 | +2.0% | 48,542 | +5.4% | 0.08% | -3.5% |
| Q3 2017 | $1,400,000 | +1.1% | 46,038 | +7.3% | 0.09% | -1.1% |
| Q2 2017 | $1,385,000 | +6.2% | 42,919 | +6.4% | 0.09% | +4.8% |
| Q1 2017 | $1,304,000 | +30.4% | 40,319 | +39.1% | 0.08% | +23.9% |
| Q4 2016 | $1,000,000 | +11.1% | 28,979 | +3.7% | 0.07% | +8.1% |
| Q3 2016 | $900,000 | -3.1% | 27,941 | +0.1% | 0.06% | -4.6% |
| Q2 2016 | $929,000 | +8.1% | 27,901 | -0.1% | 0.06% | +3.2% |
| Q1 2016 | $859,000 | +28.4% | 27,941 | +20.3% | 0.06% | +18.9% |
| Q4 2015 | $669,000 | +12.1% | 23,229 | +5.0% | 0.05% | +6.0% |
| Q3 2015 | $597,000 | -3.6% | 22,129 | +4.7% | 0.05% | +2.0% |
| Q2 2015 | $619,000 | -15.2% | 21,128 | -12.6% | 0.05% | -15.5% |
| Q1 2015 | $730,000 | +8.3% | 24,172 | +5.0% | 0.06% | +1.8% |
| Q4 2014 | $674,000 | +49.4% | 23,031 | +52.9% | 0.06% | +39.0% |
| Q3 2014 | $451,000 | +9.2% | 15,062 | +10.6% | 0.04% | +5.1% |
| Q2 2014 | $413,000 | +11.6% | 13,623 | +10.5% | 0.04% | +2.6% |
| Q1 2014 | $370,000 | +11.8% | 12,331 | +10.8% | 0.04% | +5.6% |
| Q4 2013 | $331,000 | +9.2% | 11,131 | +1.2% | 0.04% | 0.0% |
| Q3 2013 | $303,000 | +9.0% | 10,998 | +2.2% | 0.04% | +5.9% |
| Q2 2013 | $278,000 | – | 10,758 | – | 0.03% | – |
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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% |