ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,325 | -10.0% | 2,940 | 0.0% | 0.04% | -7.1% |
| Q2 2023 | $240,345 | -2.3% | 2,940 | 0.0% | 0.04% | -8.7% |
| Q1 2023 | $246,107 | -3.3% | 2,940 | 0.0% | 0.05% | -8.0% |
| Q4 2022 | $254,428 | +6.5% | 2,940 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $239,000 | -5.2% | 2,940 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $252,000 | -6.0% | 2,940 | 0.0% | 0.05% | +8.9% |
| Q1 2022 | $268,000 | +3.1% | 2,940 | 0.0% | 0.04% | +4.7% |
| Q4 2021 | $260,000 | +12.1% | 2,940 | 0.0% | 0.04% | +7.5% |
| Q3 2021 | $232,000 | +0.4% | 2,940 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $231,000 | -1.3% | 2,940 | 0.0% | 0.04% | -4.7% |
| Q1 2021 | $234,000 | +2.6% | 2,940 | 0.0% | 0.04% | -6.5% |
| Q4 2020 | $228,000 | +6.0% | 2,940 | +100.0% | 0.05% | -9.8% |
| Q3 2020 | $215,000 | -2.3% | 1,470 | -6.4% | 0.05% | -10.5% |
| Q2 2020 | $220,000 | -7.6% | 1,570 | -8.7% | 0.06% | -26.9% |
| Q1 2020 | $238,000 | -14.7% | 1,720 | 0.0% | 0.08% | +9.9% |
| Q4 2019 | $279,000 | -0.4% | 1,720 | 0.0% | 0.07% | -11.2% |
| Q3 2019 | $280,000 | +8.1% | 1,720 | 0.0% | 0.08% | +8.1% |
| Q2 2019 | $259,000 | +2.4% | 1,720 | 0.0% | 0.07% | +2.8% |
| Q1 2019 | $253,000 | +9.5% | 1,720 | 0.0% | 0.07% | -4.0% |
| Q4 2018 | $231,000 | 0.0% | 1,720 | 0.0% | 0.08% | +21.0% |
| Q3 2018 | $231,000 | +1.8% | 1,720 | 0.0% | 0.06% | -3.1% |
| Q2 2018 | $227,000 | -14.0% | 1,720 | -16.9% | 0.06% | -14.7% |
| Q1 2018 | $264,000 | -4.0% | 2,070 | 0.0% | 0.08% | -2.6% |
| Q4 2017 | $275,000 | 0.0% | 2,070 | 0.0% | 0.08% | -3.8% |
| Q3 2017 | $275,000 | +2.2% | 2,070 | 0.0% | 0.08% | -2.4% |
| Q2 2017 | $269,000 | +1.5% | 2,070 | 0.0% | 0.08% | -2.4% |
| Q1 2017 | $265,000 | +5.2% | 2,070 | 0.0% | 0.08% | -3.4% |
| Q4 2016 | $252,000 | -0.4% | 2,070 | 0.0% | 0.09% | -4.4% |
| Q3 2016 | $253,000 | -9.0% | 2,070 | -2.4% | 0.09% | -13.3% |
| Q2 2016 | $278,000 | +6.1% | 2,120 | 0.0% | 0.10% | +4.0% |
| Q1 2016 | $262,000 | +14.9% | 2,120 | 0.0% | 0.10% | +12.2% |
| Q4 2015 | $228,000 | -8.8% | 2,120 | -8.6% | 0.09% | +11.1% |
| Q3 2015 | $250,000 | +2.0% | 2,320 | -2.1% | 0.08% | +12.5% |
| Q2 2015 | $245,000 | -9.3% | 2,370 | -2.1% | 0.07% | -10.0% |
| Q1 2015 | $270,000 | -18.9% | 2,420 | -14.2% | 0.08% | -19.2% |
| Q4 2014 | $333,000 | +12.5% | 2,820 | 0.0% | 0.10% | +10.0% |
| Q3 2014 | $296,000 | -5.7% | 2,820 | 0.0% | 0.09% | -5.3% |
| Q2 2014 | $314,000 | +7.2% | 2,820 | 0.0% | 0.10% | +1.1% |
| Q1 2014 | $293,000 | +8.5% | 2,820 | 0.0% | 0.09% | +2.2% |
| Q4 2013 | $270,000 | +2.3% | 2,820 | 0.0% | 0.09% | -1.1% |
| Q3 2013 | $264,000 | -4.3% | 2,820 | -3.4% | 0.09% | -7.0% |
| Q2 2013 | $276,000 | – | 2,920 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |