ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 136 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |