ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $170,692 | -81.1% | 7,610 | -82.4% | 0.00% | -100.0% |
Q3 2022 | $902,000 | +146.4% | 43,179 | +256.9% | 0.00% | – |
Q4 2020 | $366,000 | -96.3% | 12,098 | -96.4% | 0.00% | -100.0% |
Q2 2019 | $9,837,000 | +4652.2% | 334,039 | +4690.5% | 0.01% | – |
Q3 2018 | $207,000 | -98.3% | 6,973 | -98.4% | 0.00% | -100.0% |
Q1 2018 | $11,931,000 | +1036.3% | 441,582 | +1136.9% | 0.01% | +1000.0% |
Q4 2017 | $1,050,000 | +43.8% | 35,700 | +48.7% | 0.00% | 0.0% |
Q3 2017 | $730,000 | -5.8% | 24,013 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $775,000 | -8.6% | 24,013 | -8.4% | 0.00% | 0.0% |
Q1 2017 | $848,000 | +278.6% | 26,207 | +303.6% | 0.00% | – |
Q4 2016 | $224,000 | -82.3% | 6,494 | -83.5% | 0.00% | -100.0% |
Q3 2016 | $1,265,000 | -81.1% | 39,273 | -80.4% | 0.00% | -85.7% |
Q2 2016 | $6,683,000 | +29.5% | 200,695 | +19.5% | 0.01% | +16.7% |
Q1 2016 | $5,161,000 | +1168.1% | 167,962 | +1013.3% | 0.01% | – |
Q3 2015 | $407,000 | +53.6% | 15,087 | +66.7% | 0.00% | – |
Q2 2015 | $265,000 | -0.4% | 9,051 | +2.7% | 0.00% | – |
Q1 2015 | $266,000 | +9.9% | 8,816 | +9.0% | 0.00% | – |
Q3 2014 | $242,000 | -76.3% | 8,089 | -76.0% | 0.00% | -100.0% |
Q2 2014 | $1,021,000 | -90.1% | 33,665 | -90.2% | 0.00% | -90.0% |
Q1 2014 | $10,317,000 | +249.7% | 344,128 | +246.8% | 0.01% | +233.3% |
Q4 2013 | $2,950,000 | +5.5% | 99,239 | -2.1% | 0.00% | 0.0% |
Q3 2013 | $2,797,000 | -58.3% | 101,416 | -60.9% | 0.00% | -57.1% |
Q2 2013 | $6,700,000 | +141.2% | 259,162 | +126.7% | 0.01% | +133.3% |
Q1 2013 | $2,778,000 | – | 114,339 | – | 0.00% | – |
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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% |