ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,004,000 | +11.2% | 90,919 | +0.5% | 0.63% | +2.1% |
| Q3 2021 | $7,197,000 | -1.0% | 90,474 | -2.2% | 0.62% | -2.5% |
| Q2 2021 | $7,272,000 | -1.2% | 92,503 | -0.7% | 0.63% | -8.2% |
| Q1 2021 | $7,359,000 | +3.8% | 93,174 | +0.5% | 0.69% | -4.7% |
| Q4 2020 | $7,092,000 | +4.5% | 92,718 | +99.5% | 0.72% | -6.3% |
| Q3 2020 | $6,785,000 | -2.6% | 46,467 | -4.3% | 0.77% | -18.9% |
| Q1 2020 | $6,965,000 | – | 48,560 | – | 0.95% | – |
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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% |