ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,000 | -14.3% | 200 | -24.5% | 0.00% | -33.3% |
| Q1 2020 | $7,000 | -30.0% | 265 | -19.0% | 0.01% | -14.3% |
| Q4 2019 | $10,000 | 0.0% | 327 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | -44.4% | 327 | -46.1% | 0.01% | -46.2% |
| Q2 2019 | $18,000 | 0.0% | 607 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $18,000 | -40.0% | 607 | -47.3% | 0.01% | -48.1% |
| Q4 2018 | $30,000 | -67.7% | 1,151 | -63.2% | 0.03% | -61.4% |
| Q3 2018 | $93,000 | +12.0% | 3,128 | +4.4% | 0.07% | +14.8% |
| Q2 2018 | $83,000 | +10.7% | 2,996 | +7.3% | 0.06% | +7.0% |
| Q1 2018 | $75,000 | -1.3% | 2,791 | +7.7% | 0.06% | +1.8% |
| Q4 2017 | $76,000 | +22.6% | 2,591 | +27.7% | 0.06% | +24.4% |
| Q3 2017 | $62,000 | -21.5% | 2,029 | -17.7% | 0.04% | -23.7% |
| Q2 2017 | $79,000 | +46.3% | 2,464 | +47.1% | 0.06% | +37.2% |
| Q1 2017 | $54,000 | +42.1% | 1,675 | +50.2% | 0.04% | +38.7% |
| Q4 2016 | $38,000 | +26.7% | 1,115 | +21.2% | 0.03% | +24.0% |
| Q3 2016 | $30,000 | -6.2% | 920 | -7.1% | 0.02% | +78.6% |
| Q2 2016 | $32,000 | +433.3% | 990 | +421.1% | 0.01% | +180.0% |
| Q1 2016 | $6,000 | -25.0% | 190 | -26.9% | 0.01% | -28.6% |
| Q2 2014 | $8,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | – | 260 | – | 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% |