ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,598 | -75.9% | 75 | -75.0% | 0.00% | -100.0% |
Q2 2023 | $6,630 | -4.6% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,948 | +69380.0% | 300 | -35.5% | 0.00% | – |
Q4 2022 | $10 | -99.9% | 465 | 0.0% | 0.00% | – |
Q3 2022 | $9,000 | -18.2% | 465 | 0.0% | 0.00% | – |
Q2 2022 | $11,000 | -15.4% | 465 | 0.0% | 0.00% | – |
Q1 2022 | $13,000 | -13.3% | 465 | 0.0% | 0.00% | – |
Q4 2021 | $15,000 | 0.0% | 465 | 0.0% | 0.00% | – |
Q3 2021 | $15,000 | +200.0% | 465 | +181.8% | 0.00% | – |
Q2 2021 | $5,000 | +150.0% | 165 | +153.8% | 0.00% | – |
Q1 2021 | $2,000 | +100.0% | 65 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | -83.3% | 65 | -69.8% | 0.00% | – |
Q2 2019 | $6,000 | -99.9% | 215 | 0.0% | 0.00% | -100.0% |
Q4 2018 | $5,665,000 | -4.7% | 215 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $5,945,000 | +4.3% | 215 | 0.0% | 0.00% | -33.3% |
Q1 2018 | $5,699,000 | -10.2% | 215 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $6,344,000 | -6.1% | 215 | 0.0% | 0.00% | -25.0% |
Q3 2017 | $6,756,000 | -0.5% | 215 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $6,789,000 | +216.5% | 215 | +230.8% | 0.00% | +300.0% |
Q1 2017 | $2,145,000 | – | 65 | – | 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% |