ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 125 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $317,000 | -15.7% | 10,598 | -17.8% | 0.00% | -33.3% |
| Q3 2019 | $376,000 | -47.4% | 12,897 | -46.9% | 0.00% | -40.0% |
| Q2 2019 | $715,000 | -15.5% | 24,282 | -14.6% | 0.01% | -28.6% |
| Q1 2019 | $846,000 | +254.0% | 28,438 | +216.0% | 0.01% | +250.0% |
| Q4 2018 | $239,000 | +89.7% | 8,999 | +113.1% | 0.00% | +100.0% |
| Q3 2018 | $126,000 | +200.0% | 4,223 | +177.3% | 0.00% | 0.0% |
| Q2 2018 | $42,000 | -53.8% | 1,523 | -55.1% | 0.00% | 0.0% |
| Q1 2018 | $91,000 | -18.8% | 3,394 | -10.5% | 0.00% | 0.0% |
| Q4 2017 | $112,000 | -8.9% | 3,794 | -6.3% | 0.00% | -50.0% |
| Q3 2017 | $123,000 | -29.7% | 4,050 | -25.4% | 0.00% | -33.3% |
| Q2 2017 | $175,000 | -63.6% | 5,429 | -63.5% | 0.00% | -70.0% |
| Q1 2017 | $481,000 | +76.2% | 14,867 | +88.3% | 0.01% | +66.7% |
| Q4 2016 | $273,000 | -44.8% | 7,897 | -48.6% | 0.01% | -50.0% |
| Q3 2016 | $495,000 | -70.6% | 15,377 | -69.6% | 0.01% | -72.7% |
| Q2 2016 | $1,683,000 | – | 50,607 | – | 0.04% | – |
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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% |