ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $360,542 | -16.2% | 4,900 | -6.8% | 0.00% | 0.0% |
Q2 2023 | $430,005 | -2.3% | 5,260 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $440,315 | +96672.5% | 5,260 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $455 | -99.9% | 5,260 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $427,000 | -5.1% | 5,260 | 0.0% | 0.00% | +33.3% |
Q2 2022 | $450,000 | -7.8% | 5,260 | -1.9% | 0.00% | 0.0% |
Q1 2022 | $488,000 | -2.6% | 5,360 | -5.3% | 0.00% | 0.0% |
Q4 2021 | $501,000 | +10.1% | 5,660 | -1.7% | 0.00% | 0.0% |
Q3 2021 | $455,000 | +0.7% | 5,760 | 0.0% | 0.00% | -25.0% |
Q2 2021 | $452,000 | -1.3% | 5,760 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $458,000 | +1.8% | 5,760 | -0.7% | 0.00% | -20.0% |
Q4 2020 | $450,000 | +6.4% | 5,800 | +100.0% | 0.01% | +25.0% |
Q3 2020 | $423,000 | +3.9% | 2,900 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $407,000 | +1.8% | 2,900 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $400,000 | -14.9% | 2,900 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $470,000 | -2.1% | 2,900 | -1.7% | 0.01% | 0.0% |
Q3 2019 | $480,000 | +7.9% | 2,950 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $445,000 | +2.3% | 2,950 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $435,000 | -11.2% | 2,950 | -19.2% | 0.01% | -16.7% |
Q4 2018 | $490,000 | +0.2% | 3,650 | 0.0% | 0.01% | +20.0% |
Q3 2018 | $489,000 | +0.6% | 3,650 | -0.8% | 0.01% | 0.0% |
Q2 2018 | $486,000 | -1.8% | 3,680 | -5.2% | 0.01% | 0.0% |
Q1 2018 | $495,000 | -19.0% | 3,880 | -15.7% | 0.01% | -16.7% |
Q4 2017 | $611,000 | -0.7% | 4,600 | -0.6% | 0.01% | -40.0% |
Q3 2017 | $615,000 | +2.3% | 4,630 | +0.1% | 0.01% | +11.1% |
Q2 2017 | $601,000 | +1.2% | 4,625 | 0.0% | 0.01% | -10.0% |
Q1 2017 | $594,000 | +2.9% | 4,625 | -2.3% | 0.01% | 0.0% |
Q4 2016 | $577,000 | -3.2% | 4,735 | -2.6% | 0.01% | -9.1% |
Q3 2016 | $596,000 | -6.6% | 4,860 | 0.0% | 0.01% | -8.3% |
Q2 2016 | $638,000 | +6.2% | 4,860 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $601,000 | +16.9% | 4,860 | +2.0% | 0.01% | +9.1% |
Q3 2015 | $514,000 | +0.6% | 4,765 | -3.2% | 0.01% | +10.0% |
Q2 2015 | $511,000 | -3.9% | 4,925 | +3.5% | 0.01% | -9.1% |
Q1 2015 | $532,000 | -7.5% | 4,758 | -2.1% | 0.01% | -8.3% |
Q4 2014 | $575,000 | +12.5% | 4,858 | 0.0% | 0.01% | +9.1% |
Q3 2014 | $511,000 | -5.5% | 4,858 | 0.0% | 0.01% | +10.0% |
Q2 2014 | $541,000 | +5.7% | 4,858 | -1.1% | 0.01% | -9.1% |
Q1 2014 | $512,000 | +7.1% | 4,910 | -1.6% | 0.01% | 0.0% |
Q4 2013 | $478,000 | -4.2% | 4,990 | -6.2% | 0.01% | -8.3% |
Q3 2013 | $499,000 | -15.0% | 5,320 | -14.3% | 0.01% | -7.7% |
Q2 2013 | $587,000 | – | 6,210 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
Essex LLC | 32,093 | $2,777,328 | 0.84% |
TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |