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 | $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 ↓ |
|---|---|---|---|
| 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% |