ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 121 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $584,000 | -0.8% | 20,000 | 0.0% | 0.47% | +5.4% |
| Q2 2019 | $589,000 | -1.0% | 20,000 | 0.0% | 0.44% | -45.1% |
| Q1 2019 | $595,000 | +12.9% | 20,000 | 0.0% | 0.81% | +84.7% |
| Q4 2018 | $527,000 | -11.4% | 20,000 | 0.0% | 0.44% | -27.1% |
| Q3 2018 | $595,000 | +0.3% | 20,000 | -7.0% | 0.60% | +2.9% |
| Q2 2018 | $593,000 | -72.5% | 21,500 | -73.0% | 0.58% | +78.0% |
| Q1 2018 | $2,153,000 | +25.8% | 79,688 | +37.0% | 0.33% | +198.2% |
| Q4 2017 | $1,711,000 | +490.0% | 58,168 | +509.0% | 0.11% | +307.4% |
| Q3 2017 | $290,000 | -16.9% | 9,551 | -11.7% | 0.03% | +107.7% |
| Q2 2017 | $349,000 | +39.0% | 10,816 | +29.0% | 0.01% | +1200.0% |
| Q1 2014 | $251,000 | -78.5% | 8,384 | -78.7% | 0.00% | -75.0% |
| Q4 2013 | $1,169,000 | -26.2% | 39,333 | -31.5% | 0.00% | -33.3% |
| Q3 2013 | $1,583,000 | +8.9% | 57,395 | +2.1% | 0.01% | +20.0% |
| Q2 2013 | $1,453,000 | – | 56,197 | – | 0.01% | – |
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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% |