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 | $1,175,444 | -9.0% | 15,975 | +1.1% | 0.01% | -15.4% |
| Q2 2023 | $1,292,172 | -0.2% | 15,806 | +2.2% | 0.01% | +8.3% |
| Q1 2023 | $1,294,771 | -2.3% | 15,467 | +1.0% | 0.01% | -84.2% |
| Q4 2022 | $1,324,902 | +3.7% | 15,310 | -2.8% | 0.08% | +171.4% |
| Q3 2022 | $1,278,000 | -6.0% | 15,759 | -0.7% | 0.03% | +3.7% |
| Q2 2022 | $1,359,000 | -6.3% | 15,871 | -0.4% | 0.03% | +12.5% |
| Q1 2022 | $1,450,000 | +4.6% | 15,936 | +1.7% | 0.02% | +14.3% |
| Q4 2021 | $1,386,000 | +15.8% | 15,673 | +3.3% | 0.02% | +10.5% |
| Q3 2021 | $1,197,000 | +0.8% | 15,171 | +0.3% | 0.02% | +5.6% |
| Q2 2021 | $1,188,000 | +0.2% | 15,127 | +1.4% | 0.02% | -5.3% |
| Q1 2021 | $1,186,000 | +5.9% | 14,916 | +3.3% | 0.02% | -5.0% |
| Q4 2020 | $1,120,000 | +5.9% | 14,435 | +99.4% | 0.02% | -9.1% |
| Q3 2020 | $1,058,000 | +4.4% | 7,240 | +0.2% | 0.02% | -12.0% |
| Q2 2020 | $1,013,000 | +1.4% | 7,222 | -0.2% | 0.02% | -13.8% |
| Q1 2020 | $999,000 | -18.9% | 7,239 | -4.8% | 0.03% | +11.5% |
| Q4 2019 | $1,232,000 | -3.4% | 7,606 | -2.9% | 0.03% | -7.1% |
| Q3 2019 | $1,275,000 | +4.9% | 7,831 | -2.9% | 0.03% | +3.7% |
| Q2 2019 | $1,216,000 | -3.3% | 8,061 | -5.5% | 0.03% | -3.6% |
| Q1 2019 | $1,257,000 | +5.7% | 8,534 | -3.7% | 0.03% | 0.0% |
| Q4 2018 | $1,189,000 | +3.2% | 8,859 | +3.1% | 0.03% | +12.0% |
| Q3 2018 | $1,152,000 | +2.1% | 8,591 | +0.5% | 0.02% | -3.8% |
| Q2 2018 | $1,128,000 | +3.8% | 8,551 | +0.2% | 0.03% | 0.0% |
| Q1 2018 | $1,087,000 | -4.1% | 8,531 | -0.0% | 0.03% | +4.0% |
| Q4 2017 | $1,134,000 | -1.0% | 8,534 | -0.9% | 0.02% | -7.4% |
| Q3 2017 | $1,145,000 | +2.6% | 8,611 | +0.3% | 0.03% | 0.0% |
| Q2 2017 | $1,116,000 | +7.4% | 8,585 | +6.1% | 0.03% | 0.0% |
| Q1 2017 | $1,039,000 | +6.3% | 8,089 | +0.8% | 0.03% | +3.8% |
| Q4 2016 | $977,000 | +0.9% | 8,021 | +1.6% | 0.03% | 0.0% |
| Q3 2016 | $968,000 | -10.1% | 7,895 | -3.8% | 0.03% | -10.3% |
| Q2 2016 | $1,077,000 | +4.0% | 8,205 | -2.1% | 0.03% | +3.6% |
| Q1 2016 | $1,036,000 | +11.6% | 8,380 | -2.5% | 0.03% | 0.0% |
| Q4 2015 | $928,000 | +0.5% | 8,596 | +0.4% | 0.03% | -3.4% |
| Q3 2015 | $923,000 | +4.9% | 8,558 | +0.8% | 0.03% | +7.4% |
| Q2 2015 | $880,000 | -2.1% | 8,491 | +5.6% | 0.03% | 0.0% |
| Q1 2015 | $899,000 | -6.7% | 8,042 | -1.4% | 0.03% | -10.0% |
| Q4 2014 | $964,000 | +12.4% | 8,154 | +0.1% | 0.03% | +3.4% |
| Q3 2014 | $858,000 | -5.1% | 8,149 | +0.4% | 0.03% | -21.6% |
| Q2 2014 | $904,000 | +7.9% | 8,120 | +0.9% | 0.04% | +2.8% |
| Q1 2014 | $838,000 | +13.4% | 8,047 | +4.3% | 0.04% | +5.9% |
| Q4 2013 | $739,000 | -3.8% | 7,714 | -5.7% | 0.03% | -2.9% |
| Q3 2013 | $768,000 | +0.7% | 8,184 | +1.4% | 0.04% | -2.8% |
| Q2 2013 | $763,000 | – | 8,069 | – | 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% |