ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,621 | -10.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $7,357 | -2.3% | 90 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $7,533 | -3.3% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,787 | -13.5% | 90 | -21.7% | 0.01% | -25.0% |
| Q3 2022 | $9,000 | -10.0% | 115 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $10,000 | -9.1% | 115 | -8.0% | 0.02% | +6.2% |
| Q1 2022 | $11,000 | 0.0% | 125 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $11,000 | – | 125 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |