ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,033,000 | -37.0% | 109,163 | -30.1% | 0.00% | -33.3% |
| Q2 2023 | $12,760,000 | -21.6% | 156,077 | -19.7% | 0.00% | -40.0% |
| Q1 2023 | $16,276,000 | -0.5% | 194,445 | +2.8% | 0.01% | 0.0% |
| Q4 2022 | $16,362,000 | +12.3% | 189,062 | +5.3% | 0.01% | 0.0% |
| Q3 2022 | $14,566,000 | -10.2% | 179,554 | -5.2% | 0.01% | 0.0% |
| Q2 2022 | $16,215,000 | +8.0% | 189,438 | +14.8% | 0.01% | +25.0% |
| Q1 2022 | $15,019,000 | +57.4% | 165,037 | +53.0% | 0.00% | +100.0% |
| Q4 2021 | $9,539,000 | +21.2% | 107,881 | +8.2% | 0.00% | 0.0% |
| Q3 2021 | $7,868,000 | -3.3% | 99,687 | -3.8% | 0.00% | 0.0% |
| Q2 2021 | $8,136,000 | +0.5% | 103,639 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $8,099,000 | -10.9% | 101,789 | -13.1% | 0.00% | -33.3% |
| Q4 2020 | $9,089,000 | +66.1% | 117,126 | +212.6% | 0.00% | +50.0% |
| Q3 2020 | $5,471,000 | -52.5% | 37,468 | -54.4% | 0.00% | -60.0% |
| Q2 2020 | $11,516,000 | -6.4% | 82,138 | -7.8% | 0.01% | -16.7% |
| Q1 2020 | $12,305,000 | +47.1% | 89,110 | +72.7% | 0.01% | +100.0% |
| Q4 2019 | $8,363,000 | -9.6% | 51,613 | -9.1% | 0.00% | -25.0% |
| Q3 2019 | $9,250,000 | +130.6% | 56,797 | +113.5% | 0.00% | +100.0% |
| Q2 2019 | $4,012,000 | -9.1% | 26,603 | -11.2% | 0.00% | 0.0% |
| Q1 2019 | $4,415,000 | +47.9% | 29,970 | +34.7% | 0.00% | +100.0% |
| Q4 2018 | $2,985,000 | -25.2% | 22,248 | -25.2% | 0.00% | -50.0% |
| Q3 2018 | $3,990,000 | +22.3% | 29,758 | +20.4% | 0.00% | +100.0% |
| Q2 2018 | $3,262,000 | +11.5% | 24,723 | +7.7% | 0.00% | 0.0% |
| Q1 2018 | $2,926,000 | -7.1% | 22,955 | -3.2% | 0.00% | 0.0% |
| Q4 2017 | $3,150,000 | -29.1% | 23,708 | -29.1% | 0.00% | -50.0% |
| Q3 2017 | $4,444,000 | +36.2% | 33,432 | +33.2% | 0.00% | 0.0% |
| Q2 2017 | $3,264,000 | -14.7% | 25,098 | -15.8% | 0.00% | 0.0% |
| Q1 2017 | $3,825,000 | +41.0% | 29,792 | +33.8% | 0.00% | +100.0% |
| Q4 2016 | $2,713,000 | -69.3% | 22,259 | -69.1% | 0.00% | -80.0% |
| Q3 2016 | $8,823,000 | -18.4% | 71,983 | -12.6% | 0.01% | -16.7% |
| Q2 2016 | $10,808,000 | -1.8% | 82,336 | -7.5% | 0.01% | -14.3% |
| Q1 2016 | $11,011,000 | +162.5% | 89,029 | +129.1% | 0.01% | +133.3% |
| Q4 2015 | $4,194,000 | +181.7% | 38,856 | +181.5% | 0.00% | +200.0% |
| Q3 2015 | $1,489,000 | -26.2% | 13,804 | -29.1% | 0.00% | 0.0% |
| Q2 2015 | $2,018,000 | -69.2% | 19,461 | -66.8% | 0.00% | -80.0% |
| Q1 2015 | $6,554,000 | +41.7% | 58,642 | +49.9% | 0.01% | +66.7% |
| Q4 2014 | $4,626,000 | +36.5% | 39,116 | +21.5% | 0.00% | +50.0% |
| Q3 2014 | $3,390,000 | +0.3% | 32,199 | +6.1% | 0.00% | 0.0% |
| Q2 2014 | $3,381,000 | +16.3% | 30,353 | +8.8% | 0.00% | 0.0% |
| Q1 2014 | $2,907,000 | -49.8% | 27,908 | -53.8% | 0.00% | -50.0% |
| Q4 2013 | $5,790,000 | +297.7% | 60,423 | +289.7% | 0.00% | +300.0% |
| Q3 2013 | $1,456,000 | +16.2% | 15,505 | +17.0% | 0.00% | 0.0% |
| Q2 2013 | $1,253,000 | – | 13,253 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |