ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $787 | -3.7% | 37 | 0.0% | 0.00% | – |
Q2 2023 | $817 | -4.6% | 37 | 0.0% | 0.00% | – |
Q1 2023 | $856 | +3.3% | 37 | 0.0% | 0.00% | – |
Q4 2022 | $829 | -17.1% | 37 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q3 2019 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q2 2019 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q4 2018 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q2 2018 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q1 2018 | $1,000 | -85.7% | 37 | -82.0% | 0.00% | – |
Q4 2016 | $7,000 | +75.0% | 205 | +69.4% | 0.00% | – |
Q4 2013 | $4,000 | +33.3% | 121 | 0.0% | 0.00% | – |
Q3 2013 | $3,000 | 0.0% | 121 | 0.0% | 0.00% | – |
Q2 2013 | $3,000 | – | 121 | – | 0.00% | – |
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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% |