ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 121 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $57,000 | -8.1% | 2,115 | 0.0% | 0.02% | -11.1% |
| Q4 2017 | $62,000 | -3.1% | 2,115 | 0.0% | 0.02% | -14.3% |
| Q3 2017 | $64,000 | -5.9% | 2,115 | 0.0% | 0.02% | -12.5% |
| Q2 2017 | $68,000 | +15.3% | 2,115 | +6.8% | 0.02% | -20.0% |
| Q3 2014 | $59,000 | -1.7% | 1,980 | 0.0% | 0.03% | +3.4% |
| Q2 2014 | $60,000 | +1.7% | 1,980 | 0.0% | 0.03% | +52.6% |
| Q1 2014 | $59,000 | 0.0% | 1,980 | 0.0% | 0.02% | -5.0% |
| Q4 2013 | $59,000 | – | 1,980 | – | 0.02% | – |
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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% |