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 2023 | $201,000 | -4.7% | 9,100 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $211,000 | +3.4% | 9,100 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $204,000 | -10.9% | 9,100 | 0.0% | 0.01% | -17.6% |
| Q2 2022 | $229,000 | -15.8% | 9,100 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $272,000 | -9.0% | 9,100 | 0.0% | 0.02% | -10.5% |
| Q4 2021 | $299,000 | +1.4% | 9,100 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $295,000 | -2.3% | 9,100 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $302,000 | +2.7% | 9,100 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $294,000 | +6.9% | 9,100 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $275,000 | +10.9% | 9,100 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $248,000 | -1.2% | 9,100 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $251,000 | +11.1% | 9,100 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $226,000 | -16.9% | 9,100 | 0.0% | 0.03% | +3.7% |
| Q4 2019 | $272,000 | +2.3% | 9,100 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $266,000 | -0.7% | 9,100 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $268,000 | -1.1% | 9,100 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $271,000 | +12.9% | 9,100 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $240,000 | – | 9,100 | – | 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% |