ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 95 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2015 | $705,000 | -26.6% | 23,308 | -28.9% | 0.37% | +34.5% |
Q4 2014 | $960,000 | +90.1% | 32,762 | +94.3% | 0.28% | +9.4% |
Q3 2014 | $505,000 | +7.4% | 16,863 | +8.9% | 0.25% | +92.4% |
Q2 2014 | $470,000 | -0.8% | 15,491 | -1.9% | 0.13% | -43.6% |
Q1 2014 | $474,000 | +45.8% | 15,795 | +44.6% | 0.23% | +48.1% |
Q4 2013 | $325,000 | +4.8% | 10,927 | -2.9% | 0.16% | -19.8% |
Q3 2013 | $310,000 | -3.1% | 11,254 | -9.2% | 0.20% | -7.1% |
Q2 2013 | $320,000 | +24.5% | 12,393 | +17.3% | 0.21% | -95.4% |
Q1 2013 | $257,000 | +8.4% | 10,565 | +8.2% | 4.62% | +17.1% |
Q4 2012 | $237,000 | – | 9,768 | – | 3.95% | – |
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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% |