ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 142 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,601,435 | -8.7% | 633,344 | +1.4% | 1.81% | -4.8% |
| Q2 2023 | $51,058,163 | -1.3% | 624,565 | +1.1% | 1.90% | -2.9% |
| Q1 2023 | $51,736,612 | -1.9% | 618,046 | +1.4% | 1.96% | -6.5% |
| Q4 2022 | $52,734,721 | +5.1% | 609,368 | -1.4% | 2.10% | -0.6% |
| Q3 2022 | $50,162,000 | -8.8% | 618,294 | -3.7% | 2.11% | -4.9% |
| Q2 2022 | $54,982,000 | -10.4% | 642,308 | -4.8% | 2.22% | -2.5% |
| Q1 2022 | $61,382,000 | +2.3% | 674,522 | -0.6% | 2.28% | +7.1% |
| Q4 2021 | $59,998,000 | +13.6% | 678,477 | +1.4% | 2.12% | +3.6% |
| Q3 2021 | $52,816,000 | +3.2% | 669,064 | +2.6% | 2.05% | +3.8% |
| Q2 2021 | $51,170,000 | +0.5% | 651,848 | +1.8% | 1.98% | -6.1% |
| Q1 2021 | $50,927,000 | +4.2% | 640,113 | +1.6% | 2.10% | -1.1% |
| Q4 2020 | $48,876,000 | +8.4% | 629,843 | +103.9% | 2.13% | -6.8% |
| Q3 2020 | $45,096,000 | +7.4% | 308,831 | +3.1% | 2.28% | +0.5% |
| Q2 2020 | $42,004,000 | +6.8% | 299,602 | +5.2% | 2.27% | -5.8% |
| Q1 2020 | $39,322,000 | -15.2% | 284,757 | -0.5% | 2.41% | +2.2% |
| Q4 2019 | $46,370,000 | -1.1% | 286,148 | -0.7% | 2.36% | -7.1% |
| Q3 2019 | $46,905,000 | +8.3% | 288,026 | +0.3% | 2.54% | +6.5% |
| Q2 2019 | $43,320,000 | +2.7% | 287,290 | +0.3% | 2.38% | +0.5% |
| Q1 2019 | $42,196,000 | +10.3% | 286,441 | +0.5% | 2.37% | +3.1% |
| Q4 2018 | $38,263,000 | -1.4% | 285,073 | -1.5% | 2.30% | +6.7% |
| Q3 2018 | $38,808,000 | +2.7% | 289,458 | +1.0% | 2.16% | -4.9% |
| Q2 2018 | $37,799,000 | +5.0% | 286,484 | +1.4% | 2.27% | +3.6% |
| Q1 2018 | $36,013,000 | +0.9% | 282,570 | +5.2% | 2.19% | +1.1% |
| Q4 2017 | $35,704,000 | -0.2% | 268,712 | -0.2% | 2.17% | -5.2% |
| Q3 2017 | $35,791,000 | +2.2% | 269,285 | -0.1% | 2.29% | -2.1% |
| Q2 2017 | $35,036,000 | +3.3% | 269,445 | +2.0% | 2.34% | +0.0% |
| Q1 2017 | $33,925,000 | +9.6% | 264,172 | +3.9% | 2.34% | +2.7% |
| Q4 2016 | $30,967,000 | +2.4% | 254,178 | +3.0% | 2.27% | -2.7% |
| Q3 2016 | $30,251,000 | -1.1% | 246,806 | +5.9% | 2.34% | -7.2% |
| Q2 2016 | $30,593,000 | +122.4% | 233,055 | +82.9% | 2.52% | +91.3% |
| Q1 2016 | $13,753,000 | 0.0% | 127,440 | 0.0% | 1.32% | 0.0% |
| Q4 2015 | $13,753,000 | +21.6% | 127,440 | +21.5% | 1.32% | +4.9% |
| Q3 2015 | $11,314,000 | -33.7% | 104,862 | -36.3% | 1.26% | +11.2% |
| Q2 2015 | $17,055,000 | -11.3% | 164,531 | -4.4% | 1.13% | -45.9% |
| Q1 2015 | $19,238,000 | -7.3% | 172,134 | -1.9% | 2.08% | -0.7% |
| Q4 2014 | $20,761,000 | +11.1% | 175,539 | -1.1% | 2.10% | +7.5% |
| Q3 2014 | $18,688,000 | -5.4% | 177,557 | +0.1% | 1.95% | -4.2% |
| Q2 2014 | $19,762,000 | +7.4% | 177,446 | +0.4% | 2.04% | +3.5% |
| Q1 2014 | $18,406,000 | +9.6% | 176,659 | +0.8% | 1.97% | +11.8% |
| Q4 2013 | $16,793,000 | +7.6% | 175,254 | +5.4% | 1.76% | -2.4% |
| Q3 2013 | $15,606,000 | -1.5% | 166,224 | -0.7% | 1.80% | -6.8% |
| Q2 2013 | $15,838,000 | -50.8% | 167,459 | -49.4% | 1.94% | +0.3% |
| Q1 2013 | $32,164,000 | – | 331,254 | – | 1.93% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |