ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,900 | -16.9% | 91 | 0.0% | 0.00% | – |
| Q2 2022 | $2,287 | -15.9% | 91 | 0.0% | 0.00% | – |
| Q1 2022 | $2,720 | -9.2% | 91 | 0.0% | 0.00% | – |
| Q4 2021 | $2,995 | +1.4% | 91 | 0.0% | 0.00% | – |
| Q3 2021 | $2,953 | -70.7% | 91 | -70.0% | 0.00% | – |
| Q2 2021 | $10,066 | -43.8% | 303 | -45.3% | 0.00% | -100.0% |
| Q1 2021 | $17,911 | +73.3% | 554 | +62.0% | 0.00% | 0.0% |
| Q4 2020 | $10,335 | +11.1% | 342 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,302 | -1.3% | 342 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,426 | +316.9% | 342 | +275.8% | 0.00% | – |
| Q1 2020 | $2,261 | -16.8% | 91 | 0.0% | 0.00% | – |
| Q4 2019 | $2,719 | +2.3% | 91 | 0.0% | 0.00% | – |
| Q3 2019 | $2,657 | -0.9% | 91 | 0.0% | 0.00% | – |
| Q2 2019 | $2,680 | -99.5% | 91 | -99.5% | 0.00% | -100.0% |
| Q1 2019 | $547,127 | +17.6% | 18,397 | +4.2% | 0.05% | -8.8% |
| Q4 2018 | $465,394 | – | 17,662 | – | 0.06% | – |
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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% |