ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 125 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $292 | +32.1% | 13,195 | +38.5% | 0.00% | 0.0% |
| Q1 2023 | $221 | +4.2% | 9,524 | +0.6% | 0.00% | +100.0% |
| Q4 2022 | $212 | -99.9% | 9,470 | -0.3% | 0.00% | -50.0% |
| Q2 2022 | $239,000 | +14.4% | 9,503 | +36.1% | 0.00% | +100.0% |
| Q1 2022 | $209,000 | -27.4% | 6,980 | -20.2% | 0.00% | -50.0% |
| Q4 2021 | $288,000 | +28.0% | 8,750 | +25.9% | 0.00% | 0.0% |
| Q3 2021 | $225,000 | +10.3% | 6,948 | +10.1% | 0.00% | 0.0% |
| Q1 2021 | $204,000 | -54.8% | 6,311 | -61.4% | 0.00% | -66.7% |
| Q2 2020 | $451,000 | -13.6% | 16,358 | -22.1% | 0.01% | -33.3% |
| Q1 2020 | $522,000 | +47.5% | 20,994 | +77.0% | 0.01% | +80.0% |
| Q4 2019 | $354,000 | -0.3% | 11,859 | -2.4% | 0.01% | -16.7% |
| Q3 2019 | $355,000 | -38.9% | 12,146 | -38.5% | 0.01% | -25.0% |
| Q2 2019 | $581,000 | -4.8% | 19,737 | -3.8% | 0.01% | -11.1% |
| Q1 2019 | $610,000 | +10.1% | 20,512 | -2.4% | 0.01% | -10.0% |
| Q4 2018 | $554,000 | -13.2% | 21,026 | -2.0% | 0.01% | -9.1% |
| Q3 2018 | $638,000 | +84.9% | 21,451 | +71.2% | 0.01% | +37.5% |
| Q2 2018 | $345,000 | – | 12,532 | – | 0.01% | – |
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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% |