ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 126 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $455,000 | -58.5% | 15,226 | -59.5% | 0.04% | -48.2% |
| Q3 2019 | $1,096,000 | +43.8% | 37,551 | +45.2% | 0.08% | +88.9% |
| Q2 2019 | $762,000 | -13.4% | 25,864 | -12.6% | 0.04% | -10.0% |
| Q1 2019 | $880,000 | +17.6% | 29,599 | +4.3% | 0.05% | +25.0% |
| Q4 2018 | $748,000 | -80.4% | 28,373 | -77.9% | 0.04% | -82.9% |
| Q3 2018 | $3,822,000 | +112.8% | 128,497 | +97.3% | 0.23% | +196.2% |
| Q2 2018 | $1,796,000 | +214.0% | 65,142 | +207.9% | 0.08% | +154.8% |
| Q1 2018 | $572,000 | -31.6% | 21,160 | -25.6% | 0.03% | -29.5% |
| Q4 2017 | $836,000 | -29.3% | 28,431 | -26.9% | 0.04% | -25.4% |
| Q3 2017 | $1,183,000 | +0.3% | 38,904 | +6.4% | 0.06% | -64.0% |
| Q2 2017 | $1,180,000 | +76.9% | 36,570 | +77.3% | 0.16% | +137.7% |
| Q1 2017 | $667,000 | -48.3% | 20,625 | -48.5% | 0.07% | -68.8% |
| Q3 2016 | $1,290,000 | +47.6% | 40,031 | +31.9% | 0.22% | +78.2% |
| Q4 2015 | $874,000 | +306.5% | 30,356 | +281.8% | 0.12% | +342.9% |
| Q3 2015 | $215,000 | -47.4% | 7,950 | -41.3% | 0.03% | -37.8% |
| Q1 2015 | $409,000 | +8.8% | 13,546 | +9.3% | 0.04% | -8.2% |
| Q2 2014 | $376,000 | -55.2% | 12,389 | -59.3% | 0.05% | -40.2% |
| Q3 2013 | $839,000 | – | 30,403 | – | 0.08% | – |
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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% |