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 2022 | $240 | -99.9% | 2,768 | -26.6% | 0.00% | 0.0% |
| Q3 2022 | $306,000 | -64.5% | 3,770 | -63.0% | 0.00% | -75.0% |
| Q2 2022 | $862,000 | +308.5% | 10,178 | +338.7% | 0.00% | +300.0% |
| Q1 2022 | $211,000 | +2.9% | 2,320 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $205,000 | -20.8% | 2,322 | -29.6% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | +1.6% | 3,299 | +2.9% | 0.00% | 0.0% |
| Q1 2021 | $255,000 | +17.5% | 3,206 | +14.5% | 0.00% | 0.0% |
| Q4 2020 | $217,000 | -97.5% | 2,801 | -95.2% | 0.00% | -98.0% |
| Q3 2020 | $8,556,000 | +2.4% | 58,594 | -1.7% | 0.05% | -7.5% |
| Q2 2020 | $8,356,000 | +0.4% | 59,598 | -1.1% | 0.05% | -19.7% |
| Q1 2020 | $8,319,000 | -18.8% | 60,240 | -4.7% | 0.07% | -1.5% |
| Q4 2019 | $10,246,000 | +21.5% | 63,228 | +22.1% | 0.07% | +9.8% |
| Q3 2019 | $8,430,000 | +11.6% | 51,766 | +3.3% | 0.06% | +5.2% |
| Q2 2019 | $7,556,000 | +3350.2% | 50,108 | +2838.9% | 0.06% | +1833.3% |
| Q1 2017 | $219,000 | +5.8% | 1,705 | +0.5% | 0.00% | 0.0% |
| Q4 2016 | $207,000 | -8.0% | 1,696 | -7.5% | 0.00% | -25.0% |
| Q3 2016 | $225,000 | -62.7% | 1,834 | -60.1% | 0.00% | -66.7% |
| Q2 2016 | $604,000 | +47.7% | 4,598 | +39.2% | 0.01% | +9.1% |
| Q1 2016 | $409,000 | +31.9% | 3,303 | +15.0% | 0.01% | +37.5% |
| Q4 2015 | $310,000 | +32.5% | 2,872 | +32.2% | 0.01% | +14.3% |
| Q3 2015 | $234,000 | – | 2,172 | – | 0.01% | – |
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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% |