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 | $3,195 | -3.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,315 | -4.6% | 150 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $3,474 | +115700.0% | 150 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $3 | -99.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -25.0% | 150 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $4,000 | -60.0% | 150 | -57.1% | 0.00% | -50.0% |
| Q1 2022 | $10,000 | -16.7% | 350 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | -57.7% | 350 | -54.8% | 0.01% | -58.3% |
| Q2 2021 | $26,000 | -10.3% | 775 | -12.4% | 0.01% | -14.3% |
| Q1 2021 | $29,000 | +7.4% | 885 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $27,000 | 0.0% | 885 | -10.2% | 0.01% | -6.7% |
| Q3 2020 | $27,000 | -10.0% | 985 | -9.2% | 0.02% | -21.1% |
| Q2 2020 | $30,000 | +11.1% | 1,085 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $27,000 | -28.9% | 1,085 | -15.6% | 0.02% | -16.0% |
| Q4 2019 | $38,000 | 0.0% | 1,285 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $38,000 | -20.8% | 1,285 | -21.6% | 0.03% | -27.0% |
| Q2 2019 | $48,000 | -11.1% | 1,640 | -9.6% | 0.04% | -15.9% |
| Q1 2019 | $54,000 | +8.0% | 1,815 | -5.2% | 0.04% | -2.2% |
| Q4 2018 | $50,000 | -23.1% | 1,915 | -12.6% | 0.04% | -11.8% |
| Q3 2018 | $65,000 | +51.2% | 2,190 | +39.9% | 0.05% | +41.7% |
| Q2 2018 | $43,000 | +290.9% | 1,565 | +301.3% | 0.04% | +300.0% |
| Q1 2018 | $11,000 | -21.4% | 390 | -16.1% | 0.01% | -25.0% |
| Q4 2017 | $14,000 | – | 465 | – | 0.01% | – |
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% |