ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 120 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $29,000 | 0.0% | 870 | -2.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | +3.6% | 888 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | 0.0% | 853 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +7.7% | 853 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +18.2% | 851 | +4.5% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +15.8% | 814 | +6.5% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -17.4% | 764 | -0.1% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | +4.5% | 765 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 765 | +1.6% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +340.0% | 753 | +327.8% | 0.00% | +100.0% |
| Q1 2019 | $5,000 | -81.5% | 176 | -82.9% | 0.00% | -83.3% |
| Q4 2018 | $27,000 | +107.7% | 1,032 | +142.3% | 0.01% | 0.0% |
| Q3 2018 | $13,000 | +62.5% | 426 | +70.4% | 0.01% | +200.0% |
| Q3 2017 | $8,000 | -100.0% | 250 | -67.4% | 0.00% | -66.7% |
| Q2 2017 | $25,000,000 | +47.1% | 766 | +53.2% | 0.01% | +20.0% |
| Q1 2017 | $17,000,000 | -51.4% | 500 | -50.1% | 0.01% | -16.7% |
| Q4 2016 | $35,000,000 | +124900.0% | 1,002 | +16.0% | 0.01% | +20.0% |
| Q3 2016 | $28,000 | +133.3% | 864 | +138.7% | 0.01% | +25.0% |
| Q2 2016 | $12,000 | +71.4% | 362 | +44.8% | 0.00% | +100.0% |
| Q1 2016 | $7,000 | 0.0% | 250 | 0.0% | 0.00% | -33.3% |
| Q4 2015 | $7,000 | -12.5% | 250 | -19.9% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | -11.1% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $9,000 | +800.0% | 312 | +403.2% | 0.00% | – |
| Q1 2015 | $1,000 | -50.0% | 62 | 0.0% | 0.00% | -100.0% |
| Q4 2014 | $2,000 | -90.5% | 62 | -91.0% | 0.00% | -75.0% |
| Q3 2014 | $21,000 | – | 690 | – | 0.00% | – |
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% |