ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |