ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $284,080 | -20.2% | 12,266 | -22.7% | 0.00% | 0.0% |
| Q4 2022 | $355,942 | -66.5% | 15,869 | -68.8% | 0.00% | -66.7% |
| Q3 2022 | $1,062,000 | +127.9% | 50,882 | +226.6% | 0.01% | +125.0% |
| Q1 2022 | $466,000 | -35.2% | 15,578 | -28.7% | 0.00% | -42.9% |
| Q4 2021 | $719,000 | – | 21,862 | – | 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% |