ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21 | -100.0% | 994 | -53.4% | 0.00% | – |
| Q1 2022 | $63,000 | -32.3% | 2,131 | -25.1% | 0.00% | – |
| Q4 2021 | $93,000 | -82.2% | 2,845 | -81.8% | 0.00% | – |
| Q3 2021 | $523,000 | +0.6% | 15,671 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $520,000 | +40.9% | 15,671 | +37.1% | 0.00% | 0.0% |
| Q1 2021 | $369,000 | +86.4% | 11,432 | +74.2% | 0.00% | – |
| Q4 2020 | $198,000 | +14.5% | 6,562 | +2.6% | 0.00% | – |
| Q3 2020 | $173,000 | +293.2% | 6,394 | +328.6% | 0.00% | – |
| Q1 2019 | $44,000 | +1366.7% | 1,492 | +950.7% | 0.00% | – |
| Q4 2018 | $3,000 | -95.7% | 142 | -93.9% | 0.00% | – |
| Q3 2018 | $69,000 | +2200.0% | 2,322 | +2318.8% | 0.00% | – |
| Q2 2017 | $3,000 | -95.9% | 96 | -95.8% | 0.00% | -100.0% |
| Q1 2017 | $73,000 | -17.0% | 2,287 | -11.1% | 0.00% | -40.0% |
| Q4 2016 | $88,000 | -27.3% | 2,573 | -42.7% | 0.01% | -44.4% |
| Q3 2015 | $121,000 | – | 4,491 | – | 0.01% | – |
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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% |