ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 118 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,310,000 | -29.2% | 44,043 | -37.3% | 0.19% | -37.0% |
| Q4 2018 | $1,850,000 | -42.3% | 70,216 | -34.8% | 0.30% | -21.7% |
| Q3 2018 | $3,204,000 | +8.1% | 107,722 | +0.2% | 0.39% | -1.0% |
| Q2 2018 | $2,963,000 | +49.6% | 107,454 | +46.6% | 0.39% | +31.2% |
| Q1 2018 | $1,980,000 | +145.4% | 73,290 | +167.0% | 0.30% | +136.5% |
| Q4 2017 | $807,000 | – | 27,448 | – | 0.13% | – |
Download | ||||||
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% |