ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,732 | -88.3% | 2,194 | -83.8% | 0.00% | -100.0% |
| Q1 2022 | $401,000 | -2.7% | 13,525 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $412,000 | -5.7% | 13,520 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $437,000 | -4.0% | 13,522 | -0.0% | 0.00% | 0.0% |
| Q2 2021 | $455,000 | +1.3% | 13,523 | -0.0% | 0.00% | 0.0% |
| Q1 2021 | $449,000 | +4.9% | 13,527 | -0.1% | 0.00% | 0.0% |
| Q4 2020 | $428,000 | +14.7% | 13,535 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $373,000 | -2.9% | 13,535 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $384,000 | +4.9% | 13,528 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $366,000 | -8.7% | 13,528 | -0.0% | 0.00% | 0.0% |
| Q4 2019 | $401,000 | – | 13,529 | – | 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% |