ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,250,894 | -10.0% | 17,000 | 0.0% | 0.49% | -5.1% |
| Q2 2023 | $1,389,787 | -2.8% | 17,000 | -0.5% | 0.51% | -10.3% |
| Q1 2023 | $1,430,273 | -3.2% | 17,086 | +0.1% | 0.57% | -10.2% |
| Q4 2022 | $1,477,092 | +3.0% | 17,068 | -3.5% | 0.64% | -2.3% |
| Q3 2022 | $1,434,000 | -7.0% | 17,680 | -1.9% | 0.65% | +1.2% |
| Q2 2022 | $1,542,000 | -5.9% | 18,018 | +0.1% | 0.64% | +17.9% |
| Q1 2022 | $1,638,000 | -8.3% | 18,003 | -10.9% | 0.55% | +3.6% |
| Q4 2021 | $1,786,000 | +12.2% | 20,198 | +0.2% | 0.53% | +0.2% |
| Q3 2021 | $1,592,000 | +1.1% | 20,161 | +0.5% | 0.53% | +1.2% |
| Q2 2021 | $1,575,000 | -1.1% | 20,061 | +0.2% | 0.52% | -9.1% |
| Q1 2021 | $1,593,000 | -1.4% | 20,021 | -3.8% | 0.57% | -8.8% |
| Q4 2020 | $1,616,000 | +8.1% | 20,821 | +103.3% | 0.63% | +1.6% |
| Q3 2020 | $1,495,000 | +1.0% | 10,241 | -3.0% | 0.62% | -6.4% |
| Q2 2020 | $1,480,000 | +3.7% | 10,554 | +2.1% | 0.66% | -18.3% |
| Q1 2020 | $1,427,000 | -43.7% | 10,332 | -33.9% | 0.81% | -25.7% |
| Q4 2019 | $2,533,000 | +1.6% | 15,632 | +2.1% | 1.09% | -6.5% |
| Q3 2019 | $2,494,000 | +10.4% | 15,314 | +2.2% | 1.16% | +13.3% |
| Q2 2019 | $2,260,000 | +3.6% | 14,989 | +1.2% | 1.02% | -1.8% |
| Q1 2019 | $2,181,000 | +9.8% | 14,805 | +0.1% | 1.04% | -3.9% |
| Q4 2018 | $1,986,000 | +1.6% | 14,795 | +1.5% | 1.09% | +23.3% |
| Q3 2018 | $1,955,000 | +9.6% | 14,579 | +7.8% | 0.88% | +1.6% |
| Q2 2018 | $1,784,000 | +1.3% | 13,519 | -2.2% | 0.87% | -0.3% |
| Q1 2018 | $1,761,000 | -3.0% | 13,819 | +1.2% | 0.87% | -2.5% |
| Q4 2017 | $1,815,000 | +11.8% | 13,660 | +11.8% | 0.89% | +5.7% |
| Q3 2017 | $1,624,000 | +5.3% | 12,221 | +3.0% | 0.84% | +3.3% |
| Q2 2017 | $1,542,000 | +2.1% | 11,862 | +0.9% | 0.82% | +6.5% |
| Q1 2017 | $1,510,000 | – | 11,762 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |