ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 109 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,254,000 | -0.8% | 42,927 | 0.0% | 0.01% | -20.0% |
| Q2 2019 | $1,264,000 | -0.3% | 42,927 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $1,268,000 | -43.9% | 42,927 | -50.0% | 0.01% | -11.1% |
| Q4 2018 | $2,262,000 | +69.6% | 85,854 | +91.5% | 0.01% | +12.5% |
| Q3 2018 | $1,334,000 | +7.9% | 44,844 | 0.0% | 0.01% | +14.3% |
| Q2 2018 | $1,236,000 | +2.0% | 44,844 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,212,000 | -8.1% | 44,844 | 0.0% | 0.01% | -30.0% |
| Q4 2017 | $1,319,000 | -3.4% | 44,844 | 0.0% | 0.01% | -23.1% |
| Q3 2017 | $1,365,000 | -5.7% | 44,844 | 0.0% | 0.01% | -18.8% |
| Q2 2017 | $1,447,000 | -0.2% | 44,844 | 0.0% | 0.02% | -11.1% |
| Q1 2017 | $1,450,000 | -6.3% | 44,844 | 0.0% | 0.02% | +12.5% |
| Q4 2016 | $1,547,000 | +7.1% | 44,844 | 0.0% | 0.02% | -5.9% |
| Q3 2016 | $1,445,000 | – | 44,844 | – | 0.02% | – |
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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% |