ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,322 | -3.6% | 109 | 0.0% | 0.00% | – |
| Q2 2023 | $2,409 | -4.6% | 109 | 0.0% | 0.00% | – |
| Q1 2023 | $2,524 | +26.2% | 109 | +3.8% | 0.00% | – |
| Q3 2022 | $2,000 | -60.0% | 105 | -43.9% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | -37.5% | 187 | -30.5% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -42.9% | 269 | -38.3% | 0.00% | -50.0% |
| Q4 2021 | $14,000 | 0.0% | 436 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -12.5% | 436 | -11.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +433.3% | 490 | +366.7% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 105 | +31.2% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 80 | – | 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% |