BAILARD, INC. - ISHARES TR ownership

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
BAILARD, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$341,000
-49.2%
11,428
-50.2%
0.02%
-53.7%
Q3 2019$671,000
-2.0%
22,968
-1.3%
0.04%
-2.4%
Q2 2019$685,000
-1.0%
23,2760.0%0.04%
-2.3%
Q1 2019$692,000
+9.0%
23,276
-3.4%
0.04%0.0%
Q4 2018$635,00024,0910.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,523,192$117,040,0006.12%
Karp Capital Management Corp 317,047$10,532,0001.56%
First Citizens Financial Corp 31,319$1,040,0000.79%
Planned Solutions, Inc. 33,909$1,126,0000.78%
Orion Portfolio Solutions, LLC 419,968$13,951,0000.55%
Sierra Capital LLC 83,791$2,784,0000.52%
Signature Wealth Management Partners, LLC 8,495$282,0000.26%
Family Firm, Inc. 27,583$916,0000.25%
Lumature Wealth Partners, LLC 18,025$599,0000.25%
WINTRUST INVESTMENTS LLC 67,759$2,251,0000.23%
View complete list of ISHARES TR shareholders