ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $416,000 | -4.1% | 13,694 | +1.7% | 0.00% | -33.3% |
| Q2 2017 | $434,000 | -0.5% | 13,464 | -0.2% | 0.00% | 0.0% |
| Q1 2017 | $436,000 | +6.6% | 13,488 | +13.8% | 0.00% | 0.0% |
| Q4 2016 | $409,000 | +16.9% | 11,851 | +9.0% | 0.00% | 0.0% |
| Q3 2016 | $350,000 | -35.7% | 10,872 | -33.5% | 0.00% | -40.0% |
| Q2 2016 | $544,000 | +56.8% | 16,339 | +44.5% | 0.01% | +66.7% |
| Q1 2016 | $347,000 | +8.8% | 11,305 | +2.2% | 0.00% | 0.0% |
| Q4 2015 | $319,000 | +5.6% | 11,063 | -1.2% | 0.00% | 0.0% |
| Q3 2015 | $302,000 | -12.0% | 11,200 | -4.3% | 0.00% | 0.0% |
| Q2 2015 | $343,000 | -3.4% | 11,700 | -0.4% | 0.00% | -25.0% |
| Q1 2015 | $355,000 | +29.1% | 11,747 | +25.1% | 0.00% | +33.3% |
| Q4 2014 | $275,000 | +6.2% | 9,390 | +8.5% | 0.00% | 0.0% |
| Q3 2014 | $259,000 | -33.2% | 8,653 | -32.4% | 0.00% | -40.0% |
| Q2 2014 | $388,000 | -20.5% | 12,808 | -21.3% | 0.01% | -28.6% |
| Q1 2014 | $488,000 | -3.7% | 16,277 | -4.5% | 0.01% | 0.0% |
| Q4 2013 | $507,000 | -17.4% | 17,041 | -23.5% | 0.01% | -30.0% |
| Q3 2013 | $614,000 | +30.6% | 22,271 | +22.5% | 0.01% | +25.0% |
| Q2 2013 | $470,000 | – | 18,183 | – | 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% |