ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $26,000 | +225.0% | 944 | +218.9% | 0.00% | – |
| Q2 2019 | $8,000 | 0.0% | 296 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 296 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | -99.5% | 296 | -99.4% | 0.00% | – |
| Q3 2018 | $1,496,000 | +7.9% | 50,296 | 0.0% | 0.00% | – |
| Q2 2018 | $1,387,000 | -12.0% | 50,296 | -13.9% | 0.00% | -100.0% |
| Q1 2018 | $1,577,000 | -95.5% | 58,424 | -95.1% | 0.00% | -95.2% |
| Q4 2014 | $34,733,000 | +20.6% | 1,186,275 | +23.4% | 0.02% | +16.7% |
| Q3 2014 | $28,791,000 | -1.7% | 961,350 | -0.4% | 0.02% | -10.0% |
| Q2 2014 | $29,286,000 | -0.8% | 965,631 | -1.9% | 0.02% | -4.8% |
| Q1 2014 | $29,513,000 | -1.0% | 984,468 | -1.8% | 0.02% | 0.0% |
| Q4 2013 | $29,798,000 | +14.8% | 1,002,322 | +6.5% | 0.02% | +10.5% |
| Q3 2013 | $25,952,000 | – | 941,006 | – | 0.02% | – |
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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% |