ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $230,096 | -22.4% | 10,749 | -17.5% | 0.01% | -25.0% |
| Q4 2023 | $296,677 | +28.9% | 13,035 | +21.3% | 0.01% | +33.3% |
| Q3 2023 | $230,096 | -25.1% | 10,749 | -22.6% | 0.01% | -14.3% |
| Q2 2023 | $307,080 | +39.0% | 13,895 | +31.8% | 0.01% | 0.0% |
| Q3 2022 | $221,000 | -9.8% | 10,543 | +39.2% | 0.01% | -85.4% |
| Q3 2016 | $245,000 | -3.2% | 7,576 | -0.3% | 0.05% | -5.9% |
| Q2 2016 | $253,000 | +10.5% | 7,598 | +2.0% | 0.05% | -3.8% |
| Q1 2016 | $229,000 | +7.0% | 7,450 | +0.7% | 0.05% | +23.3% |
| Q4 2015 | $214,000 | +0.5% | 7,400 | -6.0% | 0.04% | -15.7% |
| Q3 2015 | $213,000 | -0.5% | 7,874 | +7.9% | 0.05% | -3.8% |
| Q2 2015 | $214,000 | -7.4% | 7,300 | -4.5% | 0.05% | -5.4% |
| Q1 2015 | $231,000 | +37.5% | 7,644 | +32.9% | 0.06% | +1300.0% |
| Q4 2014 | $168,000 | -51.3% | 5,750 | +52172.7% | 0.00% | – |
| Q2 2014 | $345,000 | +296.6% | 11 | -99.7% | 0.00% | -100.0% |
| Q3 2013 | $87,000 | – | 3,172 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,979,700 | $58,876,000 | 2.69% |
| S. R. Schill & Associates | 111,704 | $3,322,000 | 2.00% |
| WEALTHSOURCE PARTNERS, LLC | 258,988 | $7,702,000 | 1.74% |
| Timber Hill LLC | 20,000 | $595,000 | 0.81% |
| Aveo Capital Partners, LLC | 53,588 | $1,594,000 | 0.74% |
| TOTH FINANCIAL ADVISORY CORP | 75,651 | $2,250,000 | 0.53% |
| Arcus Capital Partners, LLC | 40,722 | $1,211,000 | 0.47% |
| Capital Advisory Group Advisory Services, LLC | 17,512 | $518,000 | 0.37% |
| PagnatoKarp Partners LLC | 55,338 | $1,646,000 | 0.37% |
| Tibra Equities Europe Ltd | 117,847 | $3,505,000 | 0.35% |