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 | $30,081,011 | -13.4% | 408,824 | -3.8% | 0.04% | -13.3% |
| Q2 2023 | $34,741,280 | -0.3% | 424,970 | +2.1% | 0.04% | -8.2% |
| Q1 2023 | $34,839,866 | +927.4% | 416,197 | +962.1% | 0.05% | +880.0% |
| Q4 2022 | $3,391,090 | +82.0% | 39,185 | +70.6% | 0.01% | +66.7% |
| Q3 2022 | $1,863,000 | +31.6% | 22,968 | +38.8% | 0.00% | +50.0% |
| Q2 2022 | $1,416,000 | +224.0% | 16,546 | +244.8% | 0.00% | +100.0% |
| Q1 2022 | $437,000 | +21.1% | 4,799 | +17.6% | 0.00% | 0.0% |
| Q4 2021 | $361,000 | +24.1% | 4,082 | +10.7% | 0.00% | 0.0% |
| Q3 2021 | $291,000 | +2.8% | 3,688 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $283,000 | -5.7% | 3,609 | -4.2% | 0.00% | 0.0% |
| Q1 2021 | $300,000 | +1.7% | 3,766 | -1.0% | 0.00% | 0.0% |
| Q4 2020 | $295,000 | -1.7% | 3,805 | +85.4% | 0.00% | 0.0% |
| Q3 2020 | $300,000 | -3.2% | 2,052 | -7.1% | 0.00% | 0.0% |
| Q2 2020 | $310,000 | -18.4% | 2,210 | -19.5% | 0.00% | 0.0% |
| Q1 2020 | $380,000 | -22.4% | 2,747 | -9.1% | 0.00% | -50.0% |
| Q4 2019 | $490,000 | +4.9% | 3,021 | +5.3% | 0.00% | 0.0% |
| Q3 2019 | $467,000 | +16.2% | 2,868 | +7.6% | 0.00% | 0.0% |
| Q2 2019 | $402,000 | +3.1% | 2,666 | +0.8% | 0.00% | 0.0% |
| Q1 2019 | $390,000 | +12.1% | 2,645 | +1.9% | 0.00% | 0.0% |
| Q4 2018 | $348,000 | +278.3% | 2,595 | +278.3% | 0.00% | – |
| Q3 2018 | $92,000 | +9.5% | 686 | +7.9% | 0.00% | – |
| Q2 2018 | $84,000 | +15.1% | 636 | +11.6% | 0.00% | – |
| Q1 2018 | $73,000 | +30.4% | 570 | +35.7% | 0.00% | – |
| Q4 2017 | $56,000 | -1.8% | 420 | -2.3% | 0.00% | – |
| Q3 2017 | $57,000 | +3.6% | 430 | +2.4% | 0.00% | – |
| Q2 2017 | $55,000 | +1.9% | 420 | 0.0% | 0.00% | – |
| Q1 2017 | $54,000 | +5.9% | 420 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $51,000 | +155.0% | 420 | +136.0% | 0.00% | 0.0% |
| Q1 2015 | $20,000 | +33.3% | 178 | +14.1% | 0.00% | 0.0% |
| Q2 2013 | $15,000 | – | 156 | – | 0.00% | – |
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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% |