ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 119 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $233,763 | -3.3% | 10,920 | -0.2% | 0.36% | +4.9% |
Q2 2023 | $241,840 | -4.6% | 10,943 | 0.0% | 0.35% | -5.4% |
Q1 2023 | $253,440 | +3.3% | 10,943 | 0.0% | 0.37% | +9.5% |
Q4 2022 | $245,451 | -40.9% | 10,943 | -45.0% | 0.34% | -29.7% |
Q3 2022 | $415,000 | -17.2% | 19,898 | -0.3% | 0.48% | -9.1% |
Q2 2022 | $501,000 | -18.3% | 19,956 | -2.8% | 0.53% | -8.7% |
Q1 2022 | $613,000 | -11.8% | 20,523 | -2.9% | 0.58% | +5.9% |
Q4 2021 | $695,000 | +1.0% | 21,128 | -0.3% | 0.54% | -3.0% |
Q3 2021 | $688,000 | +22.2% | 21,189 | +12.6% | 0.56% | -43.1% |
Q3 2014 | $563,000 | -32.9% | 18,810 | -32.0% | 0.99% | +50.1% |
Q2 2014 | $839,000 | +714.6% | 27,648 | +707.2% | 0.66% | +630.0% |
Q1 2014 | $103,000 | -85.5% | 3,425 | -84.0% | 0.09% | -83.6% |
Q2 2010 | $711,000 | – | 21,411 | – | 0.55% | – |
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% |