ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |