ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,608 | -20.7% | 3,221 | -17.7% | 0.00% | – |
| Q2 2023 | $86,500 | -44.3% | 3,914 | -41.7% | 0.00% | – |
| Q1 2023 | $155,402 | +155.0% | 6,710 | +147.0% | 0.00% | – |
| Q4 2022 | $60,942 | +32.5% | 2,717 | +23.3% | 0.00% | – |
| Q3 2022 | $46,000 | +31.4% | 2,203 | +55.8% | 0.00% | – |
| Q2 2022 | $35,000 | -14.6% | 1,414 | +2.4% | 0.00% | – |
| Q1 2022 | $41,000 | -10.9% | 1,381 | -0.6% | 0.00% | – |
| Q4 2021 | $46,000 | +2.2% | 1,389 | +1.1% | 0.00% | – |
| Q3 2021 | $45,000 | 0.0% | 1,374 | 0.0% | 0.00% | – |
| Q2 2021 | $45,000 | 0.0% | 1,374 | -0.4% | 0.00% | – |
| Q1 2021 | $45,000 | +4.7% | 1,380 | -2.9% | 0.00% | – |
| Q4 2020 | $43,000 | +10.3% | 1,421 | +0.1% | 0.00% | – |
| Q3 2020 | $39,000 | 0.0% | 1,420 | -1.0% | 0.00% | – |
| Q2 2020 | $39,000 | -56.7% | 1,434 | -60.5% | 0.00% | – |
| Q1 2020 | $90,000 | -3.2% | 3,634 | +16.8% | 0.00% | – |
| Q4 2019 | $93,000 | +1.1% | 3,110 | -0.6% | 0.00% | – |
| Q3 2019 | $92,000 | +1.1% | 3,130 | +1.2% | 0.00% | – |
| Q2 2019 | $91,000 | +1.1% | 3,092 | +2.8% | 0.00% | – |
| Q1 2019 | $90,000 | +900.0% | 3,008 | +817.1% | 0.00% | – |
| Q4 2018 | $9,000 | -47.1% | 328 | -42.5% | 0.00% | – |
| Q3 2018 | $17,000 | -99.8% | 570 | -99.8% | 0.00% | -100.0% |
| Q2 2014 | $9,195,000 | -69.9% | 303,150 | -70.2% | 0.00% | -75.0% |
| Q1 2014 | $30,502,000 | – | 1,017,405 | – | 0.00% | – |
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% |