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 2018 | $1,000 | -80.0% | 50 | -73.7% | 0.00% | -100.0% |
| Q2 2018 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $5,000 | -16.7% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -14.3% | 190 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $7,000 | +40.0% | 190 | +35.7% | 0.00% | +50.0% |
| Q3 2016 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | +25.0% | 140 | 0.0% | 0.00% | +100.0% |
| Q1 2015 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $4,000 | -50.0% | 140 | -48.1% | 0.00% | -33.3% |
| Q3 2014 | $8,000 | 0.0% | 270 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $8,000 | -42.9% | 270 | -43.2% | 0.00% | -33.3% |
| Q1 2014 | $14,000 | 0.0% | 475 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $14,000 | -97.0% | 475 | -97.2% | 0.01% | -97.2% |
| Q3 2013 | $471,000 | +4.9% | 17,070 | -1.7% | 0.25% | -1.2% |
| Q2 2013 | $449,000 | – | 17,360 | – | 0.25% | – |
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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% |