ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,816 | -85.4% | 414 | -84.8% | 0.00% | -88.9% |
| Q2 2023 | $60,313 | -15.0% | 2,729 | -12.8% | 0.01% | -18.2% |
| Q1 2023 | $70,922 | -70.1% | 3,128 | -59.6% | 0.01% | -71.1% |
| Q4 2021 | $237,000 | +6.3% | 7,742 | +15.1% | 0.04% | -5.0% |
| Q3 2021 | $223,000 | 0.0% | 6,726 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $223,000 | +4.7% | 6,726 | +2.1% | 0.04% | -4.8% |
| Q1 2021 | $213,000 | +4.9% | 6,589 | -3.2% | 0.04% | -58.4% |
| Q1 2019 | $203,000 | +1.0% | 6,810 | +1.0% | 0.10% | -6.5% |
| Q3 2018 | $201,000 | -99.8% | 6,744 | +177.0% | 0.11% | +4.9% |
| Q4 2016 | $83,993,000 | – | 2,435 | – | 0.10% | – |
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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% |