ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $248,000 | +1.2% | 7,471 | -1.3% | 0.00% | -20.0% |
| Q1 2021 | $245,000 | +7.0% | 7,571 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $229,000 | +11.2% | 7,570 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $206,000 | -4.2% | 7,570 | -3.1% | 0.01% | -16.7% |
| Q2 2020 | $215,000 | -9.3% | 7,810 | -1.4% | 0.01% | 0.0% |
| Q4 2019 | $237,000 | -3.7% | 7,919 | -6.1% | 0.01% | -14.3% |
| Q3 2019 | $246,000 | -2.0% | 8,434 | -1.1% | 0.01% | 0.0% |
| Q2 2019 | $251,000 | +2.4% | 8,528 | +3.4% | 0.01% | 0.0% |
| Q1 2019 | $245,000 | +1.7% | 8,248 | -9.8% | 0.01% | -12.5% |
| Q4 2018 | $241,000 | -8.4% | 9,143 | +3.2% | 0.01% | +14.3% |
| Q3 2018 | $263,000 | +11.4% | 8,860 | +3.5% | 0.01% | +16.7% |
| Q2 2018 | $236,000 | +1.3% | 8,560 | -0.6% | 0.01% | 0.0% |
| Q1 2018 | $233,000 | -11.1% | 8,616 | -3.3% | 0.01% | -14.3% |
| Q4 2017 | $262,000 | -4.0% | 8,907 | -0.7% | 0.01% | 0.0% |
| Q3 2017 | $273,000 | -9.9% | 8,971 | -4.5% | 0.01% | -12.5% |
| Q2 2017 | $303,000 | -0.7% | 9,389 | -0.6% | 0.01% | -11.1% |
| Q1 2017 | $305,000 | -90.9% | 9,443 | -90.2% | 0.01% | -90.7% |
| Q4 2016 | $3,337,000 | +997.7% | 96,714 | +926.0% | 0.10% | +977.8% |
| Q3 2016 | $304,000 | -3.8% | 9,426 | -14.0% | 0.01% | 0.0% |
| Q4 2015 | $316,000 | +5.3% | 10,963 | -1.3% | 0.01% | 0.0% |
| Q3 2015 | $300,000 | +6.4% | 11,111 | +15.4% | 0.01% | +12.5% |
| Q2 2015 | $282,000 | -3.1% | 9,625 | +0.1% | 0.01% | 0.0% |
| Q1 2015 | $291,000 | -14.2% | 9,620 | -17.0% | 0.01% | -20.0% |
| Q4 2014 | $339,000 | +18.1% | 11,593 | +21.0% | 0.01% | +11.1% |
| Q3 2014 | $287,000 | +7.5% | 9,578 | +8.9% | 0.01% | +12.5% |
| Q2 2014 | $267,000 | +5.1% | 8,798 | +3.8% | 0.01% | 0.0% |
| Q1 2014 | $254,000 | – | 8,473 | – | 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% |