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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $146,000 | +534.8% | 5,070 | +507.2% | 0.03% | +500.0% |
| Q3 2015 | $23,000 | +360.0% | 835 | +397.0% | 0.01% | +400.0% |
| Q1 2015 | $5,000 | -64.3% | 168 | -64.6% | 0.00% | -66.7% |
| Q4 2014 | $14,000 | +180.0% | 475 | +216.7% | 0.00% | +200.0% |
| Q2 2014 | $5,000 | -82.1% | 150 | -84.1% | 0.00% | -87.5% |
| Q1 2014 | $28,000 | 0.0% | 945 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $28,000 | -61.1% | 945 | -63.8% | 0.01% | -63.6% |
| Q3 2013 | $72,000 | -69.6% | 2,610 | -71.5% | 0.02% | -66.7% |
| Q2 2013 | $237,000 | – | 9,170 | – | 0.07% | – |
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% |