ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 118 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,013,238 | -13.7% | 94,518 | -10.5% | 0.01% | -11.1% |
| Q2 2023 | $2,333,721 | +19.1% | 105,598 | +24.8% | 0.01% | 0.0% |
| Q1 2023 | $1,959,867 | -7.3% | 84,623 | -10.2% | 0.01% | -18.2% |
| Q4 2022 | $2,114,184 | +37.4% | 94,257 | +27.9% | 0.01% | +22.2% |
| Q3 2022 | $1,539,000 | +1848.1% | 73,716 | +2234.3% | 0.01% | +800.0% |
| Q2 2022 | $79,000 | +229.2% | 3,158 | +287.5% | 0.00% | – |
| Q1 2022 | $24,000 | -11.1% | 815 | 0.0% | 0.00% | – |
| Q4 2021 | $27,000 | +3.8% | 815 | 0.0% | 0.00% | – |
| Q3 2021 | $26,000 | -3.7% | 815 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | +3.8% | 815 | 0.0% | 0.00% | – |
| Q1 2021 | $26,000 | +4.0% | 815 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +13.6% | 815 | 0.0% | 0.00% | – |
| Q3 2020 | $22,000 | 0.0% | 815 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | -8.3% | 815 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $24,000 | 0.0% | 815 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | 0.0% | 815 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 815 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 815 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 815 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | -90.6% | 815 | -91.2% | 0.00% | -93.3% |
| Q1 2018 | $244,000 | +4780.0% | 9,211 | +5550.9% | 0.02% | – |
| Q3 2017 | $5,000 | – | 163 | – | 0.00% | – |
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% |