ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,475 | -32.2% | 5,703 | -29.7% | 0.00% | – |
| Q2 2023 | $179,166 | -5.8% | 8,107 | -1.3% | 0.00% | – |
| Q1 2023 | $190,283 | +106.0% | 8,216 | +99.5% | 0.00% | – |
| Q4 2022 | $92,382 | +81.1% | 4,119 | +68.8% | 0.00% | – |
| Q3 2022 | $51,000 | +2.0% | 2,440 | +23.5% | 0.00% | – |
| Q2 2022 | $50,000 | +11.1% | 1,975 | +31.8% | 0.00% | – |
| Q1 2022 | $45,000 | -8.2% | 1,499 | 0.0% | 0.00% | – |
| Q4 2021 | $49,000 | +206.2% | 1,499 | +212.9% | 0.00% | – |
| Q3 2021 | $16,000 | 0.0% | 479 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | +6.7% | 479 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | +650.0% | 479 | +538.7% | 0.00% | – |
| Q3 2020 | $2,000 | -60.0% | 75 | -53.1% | 0.00% | – |
| Q4 2019 | $5,000 | – | 160 | +3900.0% | 0.00% | – |
| Q4 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 4 | -85.2% | 0.00% | – |
| Q4 2017 | $1,000 | -95.0% | 27 | -95.9% | 0.00% | – |
| Q3 2017 | $20,000 | – | 651 | +3968.8% | 0.00% | – |
| Q1 2015 | $0 | -100.0% | 16 | -89.9% | 0.00% | – |
| Q3 2014 | $5,000 | +150.0% | 159 | +87.1% | 0.00% | – |
| Q2 2013 | $2,000 | – | 85 | – | 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% |