ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,965,864 | -32.7% | 24,047 | -27.8% | 0.00% | -40.0% |
| Q1 2023 | $2,920,485 | +13.5% | 33,286 | +12.0% | 0.01% | +25.0% |
| Q4 2022 | $2,572,199 | -57.9% | 29,723 | -59.9% | 0.00% | -60.0% |
| Q3 2022 | $6,112,000 | -84.6% | 74,033 | -84.2% | 0.01% | -84.1% |
| Q2 2022 | $39,609,000 | -4.2% | 467,698 | +2.9% | 0.06% | +14.5% |
| Q1 2022 | $41,360,000 | +686.2% | 454,509 | +654.3% | 0.06% | +685.7% |
| Q4 2021 | $5,261,000 | +450.9% | 60,257 | +415.7% | 0.01% | +600.0% |
| Q3 2021 | $955,000 | +9.6% | 11,684 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $871,000 | +4.3% | 11,096 | +5.7% | 0.00% | 0.0% |
| Q1 2021 | $835,000 | +14.2% | 10,500 | +11.5% | 0.00% | 0.0% |
| Q4 2020 | $731,000 | +15.8% | 9,417 | +117.9% | 0.00% | 0.0% |
| Q3 2020 | $631,000 | +9.7% | 4,322 | +5.3% | 0.00% | 0.0% |
| Q2 2020 | $575,000 | +4.9% | 4,104 | +3.3% | 0.00% | 0.0% |
| Q1 2020 | $548,000 | +35.0% | 3,972 | +58.4% | 0.00% | 0.0% |
| Q4 2019 | $406,000 | -5.1% | 2,507 | -4.6% | 0.00% | 0.0% |
| Q3 2019 | $428,000 | +3.1% | 2,628 | -4.5% | 0.00% | 0.0% |
| Q2 2019 | $415,000 | -1.0% | 2,751 | -3.2% | 0.00% | 0.0% |
| Q1 2019 | $419,000 | – | 2,841 | – | 0.00% | – |
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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% |