ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 106 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,000 | -85.7% | 45 | -81.6% | 0.00% | -100.0% |
| Q4 2015 | $7,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $7,000 | -90.3% | 245 | -90.0% | 0.00% | -86.7% |
| Q4 2014 | $72,000 | -40.0% | 2,446 | -38.9% | 0.02% | -34.8% |
| Q3 2014 | $120,000 | -10.4% | 4,002 | -9.6% | 0.02% | -8.0% |
| Q2 2014 | $134,000 | +28.8% | 4,428 | +27.1% | 0.02% | +19.0% |
| Q1 2014 | $104,000 | +550.0% | 3,484 | +564.9% | 0.02% | +950.0% |
| Q4 2013 | $16,000 | +14.3% | 524 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $14,000 | 0.0% | 524 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $14,000 | – | 524 | – | 0.00% | – |
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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% |