ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 107 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $756,000 | -42.7% | 23,442 | -42.5% | 0.02% | -43.2% |
| Q1 2017 | $1,319,000 | +75.6% | 40,799 | +75.1% | 0.04% | +105.6% |
| Q3 2016 | $751,000 | -3.6% | 23,297 | -13.9% | 0.02% | +38.5% |
| Q4 2015 | $779,000 | +83.7% | 27,060 | +72.2% | 0.01% | +85.7% |
| Q3 2015 | $424,000 | +50.4% | 15,714 | +63.4% | 0.01% | +40.0% |
| Q4 2014 | $282,000 | -61.3% | 9,617 | -60.5% | 0.01% | -64.3% |
| Q3 2014 | $729,000 | +94.4% | 24,328 | +96.8% | 0.01% | +133.3% |
| Q2 2014 | $375,000 | +72.0% | 12,364 | +68.4% | 0.01% | +200.0% |
| Q4 2013 | $218,000 | -60.9% | 7,344 | -63.7% | 0.00% | -71.4% |
| Q3 2013 | $558,000 | – | 20,248 | – | 0.01% | – |
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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% |