ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,450 | -8.0% | 115 | 0.0% | 0.00% | – |
| Q1 2023 | $2,663 | +3.3% | 115 | 0.0% | 0.00% | – |
| Q4 2022 | $2,579 | +29.0% | 115 | +11.7% | 0.00% | – |
| Q3 2022 | $2,000 | -99.9% | 103 | -7.2% | 0.00% | – |
| Q2 2022 | $2,789,000 | +182.9% | 111 | +236.4% | 0.00% | – |
| Q4 2019 | $986,000 | +2.4% | 33 | 0.0% | 0.00% | – |
| Q3 2019 | $963,000 | -0.8% | 33 | 0.0% | 0.00% | – |
| Q2 2019 | $971,000 | – | 33 | – | 0.00% | – |
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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% |