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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $337,000 | +2.7% | 11,334 | -4.6% | 0.08% | -5.1% |
| Q2 2018 | $328,000 | 0.0% | 11,884 | -2.0% | 0.08% | +1.3% |
| Q1 2018 | $328,000 | -74.1% | 12,122 | -71.8% | 0.08% | -71.7% |
| Q4 2017 | $1,266,000 | -3.4% | 43,056 | 0.0% | 0.28% | -7.4% |
| Q3 2017 | $1,310,000 | -52.2% | 43,056 | -49.4% | 0.30% | -53.3% |
| Q2 2017 | $2,742,000 | +43.6% | 85,019 | +44.0% | 0.64% | +43.7% |
| Q1 2017 | $1,909,000 | -8.8% | 59,046 | -2.7% | 0.44% | -9.8% |
| Q4 2016 | $2,093,000 | +7.1% | 60,680 | 0.0% | 0.49% | +6.3% |
| Q3 2016 | $1,955,000 | -4.0% | 60,680 | -0.8% | 0.46% | -4.3% |
| Q2 2016 | $2,037,000 | -12.0% | 61,180 | -18.8% | 0.48% | -9.4% |
| Q1 2016 | $2,315,000 | +6.8% | 75,312 | 0.0% | 0.53% | +6.8% |
| Q4 2015 | $2,168,000 | +6.6% | 75,312 | 0.0% | 0.50% | +1.0% |
| Q3 2015 | $2,034,000 | -7.8% | 75,312 | 0.0% | 0.50% | +2.5% |
| Q2 2015 | $2,205,000 | -3.1% | 75,312 | 0.0% | 0.48% | +3.6% |
| Q1 2015 | $2,276,000 | +3.2% | 75,312 | 0.0% | 0.47% | +5.4% |
| Q4 2014 | $2,205,000 | -2.4% | 75,312 | -0.1% | 0.44% | -5.4% |
| Q3 2014 | $2,259,000 | -15.6% | 75,412 | -14.6% | 0.47% | -12.1% |
| Q2 2014 | $2,677,000 | +1.0% | 88,262 | -0.2% | 0.53% | -2.7% |
| Q1 2014 | $2,650,000 | +0.7% | 88,412 | -0.1% | 0.55% | +0.4% |
| Q4 2013 | $2,631,000 | -2.8% | 88,487 | -9.8% | 0.54% | -7.5% |
| Q3 2013 | $2,707,000 | +6.7% | 98,155 | -0.1% | 0.59% | +3.9% |
| Q2 2013 | $2,538,000 | – | 98,209 | – | 0.57% | – |
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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% |