ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16 | 0.0% | 750 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $16 | -5.9% | 750 | 0.0% | 0.01% | -22.2% |
| Q4 2023 | $17 | +6.2% | 750 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $16 | -5.9% | 750 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $17 | 0.0% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $17 | 0.0% | 750 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $17 | -99.9% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -15.8% | 750 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $19,000 | -13.6% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -12.0% | 750 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $25,000 | +4.2% | 750 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $24,000 | -4.0% | 750 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 750 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $24,000 | +4.3% | 750 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $23,000 | +15.0% | 750 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $20,000 | -4.8% | 750 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $21,000 | +10.5% | 750 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $19,000 | -13.6% | 750 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $22,000 | 0.0% | 750 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $22,000 | 0.0% | 750 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $22,000 | 0.0% | 750 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $22,000 | +10.0% | 750 | 0.0% | 0.02% | -5.0% |
| Q4 2018 | $20,000 | -9.1% | 750 | 0.0% | 0.02% | +5.3% |
| Q3 2018 | $22,000 | +4.8% | 750 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $21,000 | -99.9% | 750 | 0.0% | 0.02% | +5.6% |
| Q1 2018 | $20,265,000 | -8.1% | 750 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $22,058,000 | -3.3% | 750 | 0.0% | 0.02% | -10.0% |
| Q3 2017 | $22,808,000 | -5.7% | 750 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $24,195,000 | -0.2% | 750 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $24,255,000 | -6.3% | 750 | 0.0% | 0.02% | -8.3% |
| Q4 2016 | $25,875,000 | – | 750 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,979,700 | $58,876,000 | 2.69% |
| S. R. Schill & Associates | 111,704 | $3,322,000 | 2.00% |
| WEALTHSOURCE PARTNERS, LLC | 258,988 | $7,702,000 | 1.74% |
| Timber Hill LLC | 20,000 | $595,000 | 0.81% |
| Aveo Capital Partners, LLC | 53,588 | $1,594,000 | 0.74% |
| TOTH FINANCIAL ADVISORY CORP | 75,651 | $2,250,000 | 0.53% |
| Arcus Capital Partners, LLC | 40,722 | $1,211,000 | 0.47% |
| Capital Advisory Group Advisory Services, LLC | 17,512 | $518,000 | 0.37% |
| PagnatoKarp Partners LLC | 55,338 | $1,646,000 | 0.37% |
| Tibra Equities Europe Ltd | 117,847 | $3,505,000 | 0.35% |