ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 126 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,411 | -99.2% | 241,247 | +633.4% | 0.00% | – |
| Q3 2022 | $687,000 | -85.9% | 32,894 | -79.9% | 0.00% | -100.0% |
| Q1 2022 | $4,881,000 | +135.6% | 163,302 | +155.8% | 0.00% | +200.0% |
| Q3 2021 | $2,072,000 | -81.4% | 63,851 | -80.9% | 0.00% | -85.7% |
| Q2 2021 | $11,114,000 | +3149.7% | 334,548 | +3058.8% | 0.01% | – |
| Q1 2021 | $342,000 | -40.3% | 10,591 | -49.0% | 0.00% | -100.0% |
| Q2 2018 | $573,000 | +90.4% | 20,769 | +86.5% | 0.00% | – |
| Q1 2018 | $301,000 | -76.1% | 11,139 | -71.5% | 0.00% | -100.0% |
| Q2 2017 | $1,260,000 | -39.4% | 39,072 | -39.2% | 0.00% | -50.0% |
| Q1 2017 | $2,079,000 | +71.3% | 64,289 | +82.7% | 0.00% | +33.3% |
| Q4 2016 | $1,214,000 | +38.4% | 35,195 | +29.3% | 0.00% | +200.0% |
| Q3 2016 | $877,000 | +233.5% | 27,223 | +202.7% | 0.00% | – |
| Q2 2015 | $263,000 | – | 8,994 | – | 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% |