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 | $118,317 | -10.0% | 1,608 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $131,454 | -2.3% | 1,608 | 0.0% | 0.03% | -9.1% |
| Q1 2023 | $134,606 | -3.3% | 1,608 | 0.0% | 0.03% | -5.7% |
| Q4 2022 | $139,156 | +7.0% | 1,608 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $130,000 | -5.8% | 1,608 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $138,000 | -5.5% | 1,608 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $146,000 | +2.8% | 1,608 | 0.0% | 0.03% | +10.3% |
| Q4 2021 | $142,000 | +11.8% | 1,608 | 0.0% | 0.03% | +7.4% |
| Q3 2021 | $127,000 | +0.8% | 1,608 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $126,000 | -1.6% | 1,608 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $128,000 | +2.4% | 1,608 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $125,000 | +6.8% | 1,608 | +100.0% | 0.03% | -6.5% |
| Q3 2020 | $117,000 | +3.5% | 804 | 0.0% | 0.03% | -6.1% |
| Q2 2020 | $113,000 | +1.8% | 804 | 0.0% | 0.03% | -13.2% |
| Q1 2020 | $111,000 | -14.6% | 804 | 0.0% | 0.04% | -2.6% |
| Q4 2019 | $130,000 | – | 804 | – | 0.04% | – |
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% |