ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,756 | -18.7% | 19,010 | -9.7% | 0.02% | -15.4% |
| Q2 2023 | $1,720,347 | -7.2% | 21,044 | -5.0% | 0.03% | -13.3% |
| Q1 2023 | $1,853,842 | -11.6% | 22,146 | -8.7% | 0.03% | -16.7% |
| Q4 2022 | $2,098,000 | +5.4% | 24,246 | -1.2% | 0.04% | -2.7% |
| Q3 2022 | $1,991,000 | -5.2% | 24,546 | 0.0% | 0.04% | +2.8% |
| Q2 2022 | $2,101,000 | -24.4% | 24,546 | -19.6% | 0.04% | -10.0% |
| Q1 2022 | $2,780,000 | -1.0% | 30,546 | -3.8% | 0.04% | +2.6% |
| Q4 2021 | $2,807,000 | +7.6% | 31,746 | -3.9% | 0.04% | -4.9% |
| Q3 2021 | $2,609,000 | +0.6% | 33,046 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $2,594,000 | -5.1% | 33,046 | -3.8% | 0.04% | -12.8% |
| Q1 2021 | $2,733,000 | -0.4% | 34,346 | -2.8% | 0.05% | -4.1% |
| Q4 2020 | $2,743,000 | +6.9% | 35,346 | +101.1% | 0.05% | -2.0% |
| Q3 2020 | $2,566,000 | +4.0% | 17,573 | -0.2% | 0.05% | -7.4% |
| Q2 2020 | $2,468,000 | -3.7% | 17,603 | -5.1% | 0.05% | -18.2% |
| Q1 2020 | $2,563,000 | +2.1% | 18,557 | +19.8% | 0.07% | +15.8% |
| Q4 2019 | $2,510,000 | -11.1% | 15,490 | -10.6% | 0.06% | -18.6% |
| Q3 2019 | $2,822,000 | +6.8% | 17,331 | -1.1% | 0.07% | +6.1% |
| Q2 2019 | $2,643,000 | +2.0% | 17,531 | -0.3% | 0.07% | -1.5% |
| Q1 2019 | $2,590,000 | +7.2% | 17,581 | -2.3% | 0.07% | -2.9% |
| Q4 2018 | $2,416,000 | -0.3% | 18,004 | -0.4% | 0.07% | +13.1% |
| Q3 2018 | $2,423,000 | +0.5% | 18,069 | -1.1% | 0.06% | -7.6% |
| Q2 2018 | $2,410,000 | +3.5% | 18,269 | 0.0% | 0.07% | +3.1% |
| Q1 2018 | $2,328,000 | -9.2% | 18,269 | -5.3% | 0.06% | -9.9% |
| Q4 2017 | $2,563,000 | -2.4% | 19,286 | -2.4% | 0.07% | -10.1% |
| Q3 2017 | $2,626,000 | -0.9% | 19,761 | -3.1% | 0.08% | -3.7% |
| Q2 2017 | $2,651,000 | -2.5% | 20,386 | -3.7% | 0.08% | -7.9% |
| Q1 2017 | $2,719,000 | -3.9% | 21,176 | -8.8% | 0.09% | -10.1% |
| Q4 2016 | $2,830,000 | -2.1% | 23,232 | -1.6% | 0.10% | -2.9% |
| Q3 2016 | $2,892,000 | -8.6% | 23,598 | -2.1% | 0.10% | -9.7% |
| Q2 2016 | $3,163,000 | +4.9% | 24,098 | -1.1% | 0.11% | +4.6% |
| Q1 2016 | $3,014,000 | +14.3% | 24,373 | -0.2% | 0.11% | +17.4% |
| Q4 2015 | $2,636,000 | -2.1% | 24,428 | -2.1% | 0.09% | -7.1% |
| Q3 2015 | $2,693,000 | +4.1% | 24,961 | 0.0% | 0.10% | +8.8% |
| Q2 2015 | $2,587,000 | -6.9% | 24,961 | +0.4% | 0.09% | -4.2% |
| Q1 2015 | $2,778,000 | -5.9% | 24,861 | -0.4% | 0.10% | -5.9% |
| Q4 2014 | $2,952,000 | +12.3% | 24,961 | 0.0% | 0.10% | +6.3% |
| Q3 2014 | $2,628,000 | -10.6% | 24,961 | -5.4% | 0.10% | -12.8% |
| Q2 2014 | $2,938,000 | +6.0% | 26,377 | -0.8% | 0.11% | +5.8% |
| Q1 2014 | $2,771,000 | +3.6% | 26,593 | -4.8% | 0.10% | +3.0% |
| Q4 2013 | $2,676,000 | +1.5% | 27,929 | -0.5% | 0.10% | -7.4% |
| Q3 2013 | $2,636,000 | -5.9% | 28,079 | -5.2% | 0.11% | -7.7% |
| Q2 2013 | $2,802,000 | – | 29,629 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |