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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |