ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $536,000 | -6.0% | 6,266 | 0.0% | 0.07% | +12.1% |
| Q1 2022 | $570,000 | -10.7% | 6,266 | -13.2% | 0.07% | -4.3% |
| Q4 2021 | $638,000 | +11.3% | 7,216 | -0.7% | 0.07% | +3.0% |
| Q3 2021 | $573,000 | -2.2% | 7,270 | -2.7% | 0.07% | 0.0% |
| Q2 2021 | $586,000 | -2.7% | 7,470 | -1.3% | 0.07% | -11.8% |
| Q1 2021 | $602,000 | +2.6% | 7,570 | 0.0% | 0.08% | -2.6% |
| Q4 2020 | $587,000 | +6.3% | 7,570 | +100.0% | 0.08% | -2.5% |
| Q3 2020 | $552,000 | +2.8% | 3,785 | -1.3% | 0.08% | -5.9% |
| Q2 2020 | $537,000 | +1.5% | 3,835 | 0.0% | 0.08% | -15.0% |
| Q1 2020 | $529,000 | -14.8% | 3,835 | 0.0% | 0.10% | +13.6% |
| Q4 2019 | $621,000 | -0.5% | 3,835 | 0.0% | 0.09% | -6.4% |
| Q3 2019 | $624,000 | +5.9% | 3,835 | -1.9% | 0.09% | +6.8% |
| Q2 2019 | $589,000 | -10.4% | 3,910 | -12.3% | 0.09% | -12.0% |
| Q1 2019 | $657,000 | +0.8% | 4,460 | -8.2% | 0.10% | -9.1% |
| Q4 2018 | $652,000 | -4.5% | 4,860 | -4.6% | 0.11% | +15.8% |
| Q3 2018 | $683,000 | -2.1% | 5,095 | -3.8% | 0.10% | -5.9% |
| Q2 2018 | $698,000 | -1.4% | 5,295 | -4.8% | 0.10% | +1.0% |
| Q1 2018 | $708,000 | -4.1% | 5,560 | 0.0% | 0.10% | -1.0% |
| Q4 2017 | $738,000 | -1.9% | 5,560 | -1.8% | 0.10% | -6.5% |
| Q3 2017 | $752,000 | +1.3% | 5,660 | -0.9% | 0.11% | -0.9% |
| Q2 2017 | $742,000 | +0.4% | 5,710 | -0.9% | 0.11% | -0.9% |
| Q1 2017 | $739,000 | +4.5% | 5,760 | -0.9% | 0.11% | -0.9% |
| Q4 2016 | $707,000 | +22.5% | 5,810 | +23.4% | 0.11% | +24.7% |
| Q3 2016 | $577,000 | -4.6% | 4,710 | +2.2% | 0.09% | -5.3% |
| Q2 2016 | $605,000 | -11.9% | 4,610 | -17.1% | 0.09% | -13.0% |
| Q1 2016 | $687,000 | +51.0% | 5,560 | +31.6% | 0.11% | +56.5% |
| Q4 2015 | $455,000 | -4.4% | 4,225 | -4.5% | 0.07% | -12.7% |
| Q3 2015 | $476,000 | +15.8% | 4,425 | +11.3% | 0.08% | +29.5% |
| Q2 2015 | $411,000 | -10.7% | 3,975 | -3.6% | 0.06% | -10.3% |
| Q1 2015 | $460,000 | -5.5% | 4,125 | 0.0% | 0.07% | -8.1% |
| Q4 2014 | $487,000 | +29.9% | 4,125 | +15.4% | 0.07% | +27.6% |
| Q3 2014 | $375,000 | -5.5% | 3,575 | 0.0% | 0.06% | -7.9% |
| Q2 2014 | $397,000 | +21.0% | 3,575 | +13.5% | 0.06% | +14.5% |
| Q1 2014 | $328,000 | -5.7% | 3,150 | -13.7% | 0.06% | -8.3% |
| Q4 2013 | $348,000 | +4.8% | 3,650 | +2.8% | 0.06% | -4.8% |
| Q3 2013 | $332,000 | +19.4% | 3,550 | +20.3% | 0.06% | +10.5% |
| Q2 2013 | $278,000 | – | 2,950 | – | 0.06% | – |
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% |