ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 126 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $18,000 | -14.3% | 692 | 0.0% | 0.01% | +10.0% |
Q1 2022 | $21,000 | -99.5% | 692 | -97.9% | 0.01% | -99.4% |
Q4 2021 | $3,826,000 | +12241.9% | 33,326 | +3371.5% | 1.66% | +15018.2% |
Q3 2021 | $31,000 | -3.1% | 960 | 0.0% | 0.01% | -8.3% |
Q2 2021 | $32,000 | +3.2% | 960 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $31,000 | -63.1% | 960 | -65.5% | 0.01% | -65.7% |
Q4 2020 | $84,000 | +2.4% | 2,783 | -8.2% | 0.04% | -16.7% |
Q3 2020 | $82,000 | -2.4% | 3,032 | 0.0% | 0.04% | -10.6% |
Q2 2020 | $84,000 | +5.0% | 3,032 | -7.6% | 0.05% | -52.5% |
Q1 2020 | $80,000 | -73.1% | 3,283 | -66.9% | 0.10% | -36.9% |
Q4 2019 | $297,000 | -4.5% | 9,911 | -6.7% | 0.16% | -24.2% |
Q3 2019 | $311,000 | -4.3% | 10,624 | -3.5% | 0.21% | -4.6% |
Q2 2019 | $325,000 | -37.3% | 11,014 | -37.1% | 0.22% | -41.5% |
Q1 2019 | $518,000 | -4.4% | 17,512 | -14.9% | 0.37% | -11.9% |
Q4 2018 | $542,000 | -16.5% | 20,571 | -5.6% | 0.42% | -2.8% |
Q3 2018 | $649,000 | +14.1% | 21,793 | +5.9% | 0.43% | +5.4% |
Q2 2018 | $569,000 | +57.2% | 20,578 | +54.2% | 0.41% | +55.1% |
Q1 2018 | $362,000 | – | 13,343 | – | 0.26% | – |
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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% |