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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $368,554 | -3.4% | 17,303 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $381,601 | -9.3% | 17,267 | -4.9% | 0.00% | 0.0% |
Q1 2023 | $420,609 | +1.8% | 18,161 | -1.5% | 0.00% | 0.0% |
Q4 2022 | $413,000 | +11.9% | 18,429 | +4.4% | 0.00% | 0.0% |
Q3 2022 | $369,000 | -0.3% | 17,659 | +20.0% | 0.00% | 0.0% |
Q2 2022 | $370,000 | -16.7% | 14,719 | -0.9% | 0.00% | 0.0% |
Q1 2022 | $444,000 | -9.0% | 14,856 | +0.2% | 0.00% | 0.0% |
Q4 2021 | $488,000 | -1.2% | 14,831 | -2.5% | 0.00% | 0.0% |
Q3 2021 | $494,000 | +23.2% | 15,212 | +26.0% | 0.00% | 0.0% |
Q2 2021 | $401,000 | -8.4% | 12,070 | -11.0% | 0.00% | -25.0% |
Q1 2021 | $438,000 | +4.5% | 13,562 | -2.1% | 0.00% | 0.0% |
Q4 2020 | $419,000 | +75.3% | 13,849 | +57.3% | 0.00% | +33.3% |
Q3 2020 | $239,000 | +0.8% | 8,804 | +2.6% | 0.00% | 0.0% |
Q2 2020 | $237,000 | +8.7% | 8,585 | -2.0% | 0.00% | 0.0% |
Q1 2020 | $218,000 | -3.1% | 8,764 | +16.5% | 0.00% | +50.0% |
Q4 2019 | $225,000 | – | 7,522 | – | 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% |