ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 109 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $475,000 | -38.6% | 17,572 | -33.1% | 0.42% | -34.9% |
| Q4 2017 | $773,000 | -24.9% | 26,269 | -22.4% | 0.64% | -28.8% |
| Q3 2017 | $1,029,000 | -2.1% | 33,850 | +3.9% | 0.90% | -3.6% |
| Q2 2017 | $1,051,000 | -1.3% | 32,570 | -1.1% | 0.94% | -1.1% |
| Q1 2017 | $1,065,000 | -3.9% | 32,935 | +2.6% | 0.95% | -5.2% |
| Q4 2016 | $1,108,000 | – | 32,107 | – | 1.00% | – |
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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% |