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 2023 | $3 | -25.0% | 150 | -25.0% | 0.00% | -50.0% |
| Q2 2023 | $4 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5 | +25.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 200 | -11.1% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 225 | +12.5% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -14.3% | 200 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -33.3% | 200 | -38.5% | 0.00% | -50.0% |
| Q1 2018 | $9,000 | -10.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | -9.1% | 325 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $11,000 | +175.0% | 325 | +160.0% | 0.01% | +150.0% |
| Q4 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $4,000 | +33.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $3,000 | – | 125 | – | 0.00% | – |
Download | ||||||
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% |