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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,752,763 | +40.3% | 64,593 | +55.9% | 0.00% | +33.3% |
| Q2 2023 | $3,387,184 | +5.4% | 41,433 | +8.0% | 0.00% | 0.0% |
| Q1 2023 | $3,212,255 | -3.9% | 38,374 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $3,343,935 | +7.4% | 38,638 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $3,113,000 | -4.1% | 38,372 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $3,245,000 | +10.6% | 37,908 | +17.5% | 0.00% | +50.0% |
| Q1 2022 | $2,935,000 | -6.7% | 32,255 | -9.4% | 0.00% | -33.3% |
| Q4 2021 | $3,147,000 | +23.8% | 35,589 | +10.5% | 0.00% | +50.0% |
| Q3 2021 | $2,543,000 | +10.4% | 32,214 | +9.8% | 0.00% | 0.0% |
| Q2 2021 | $2,303,000 | -4.4% | 29,334 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $2,410,000 | +0.8% | 30,291 | -1.7% | 0.00% | -33.3% |
| Q4 2020 | $2,392,000 | +5.3% | 30,829 | +98.2% | 0.00% | 0.0% |
| Q3 2020 | $2,271,000 | -8.2% | 15,552 | -11.9% | 0.00% | 0.0% |
| Q2 2020 | $2,474,000 | -10.7% | 17,646 | -12.0% | 0.00% | -25.0% |
| Q1 2020 | $2,769,000 | +13.7% | 20,054 | +33.4% | 0.00% | +33.3% |
| Q4 2019 | $2,435,000 | +5.4% | 15,029 | +5.9% | 0.00% | 0.0% |
| Q3 2019 | $2,310,000 | -7.3% | 14,186 | -14.1% | 0.00% | -25.0% |
| Q2 2019 | $2,491,000 | +10.7% | 16,522 | +8.1% | 0.00% | +33.3% |
| Q1 2019 | $2,251,000 | +7.8% | 15,278 | -1.8% | 0.00% | -25.0% |
| Q4 2018 | $2,089,000 | -26.4% | 15,565 | -26.5% | 0.00% | 0.0% |
| Q3 2018 | $2,839,000 | -4.8% | 21,179 | -6.3% | 0.00% | -20.0% |
| Q2 2018 | $2,981,000 | -33.5% | 22,593 | -35.7% | 0.01% | -37.5% |
| Q1 2018 | $4,482,000 | +2.9% | 35,164 | +7.2% | 0.01% | 0.0% |
| Q4 2017 | $4,357,000 | +34.2% | 32,791 | +34.2% | 0.01% | +14.3% |
| Q3 2017 | $3,247,000 | -7.4% | 24,430 | -9.4% | 0.01% | -12.5% |
| Q2 2017 | $3,506,000 | +12.2% | 26,964 | +10.8% | 0.01% | +14.3% |
| Q1 2017 | $3,125,000 | +14.0% | 24,336 | +8.2% | 0.01% | 0.0% |
| Q4 2016 | $2,741,000 | -32.9% | 22,496 | -32.5% | 0.01% | -36.4% |
| Q3 2016 | $4,085,000 | +0.2% | 33,330 | +7.3% | 0.01% | -15.4% |
| Q2 2016 | $4,076,000 | +2.0% | 31,048 | -3.9% | 0.01% | -7.1% |
| Q1 2016 | $3,997,000 | +121.7% | 32,317 | +93.4% | 0.01% | +133.3% |
| Q4 2015 | $1,803,000 | +7.6% | 16,709 | +7.6% | 0.01% | -14.3% |
| Q3 2015 | $1,675,000 | +12.4% | 15,528 | +8.0% | 0.01% | +16.7% |
| Q2 2015 | $1,490,000 | -43.2% | 14,374 | -38.8% | 0.01% | -50.0% |
| Q1 2015 | $2,625,000 | +3.4% | 23,491 | +9.5% | 0.01% | 0.0% |
| Q4 2014 | $2,538,000 | +15.8% | 21,457 | +3.1% | 0.01% | -7.7% |
| Q3 2014 | $2,192,000 | – | 20,818 | – | 0.01% | – |
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% |