ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,368 | -19.9% | 4,952 | -11.0% | 0.01% | -28.6% |
| Q2 2023 | $455,102 | -21.2% | 5,567 | -19.3% | 0.01% | -22.2% |
| Q1 2023 | $577,683 | +1.6% | 6,901 | +5.0% | 0.01% | -10.0% |
| Q4 2022 | $568,568 | +0.5% | 6,570 | -5.8% | 0.01% | -9.1% |
| Q3 2022 | $566,000 | -7.1% | 6,972 | -2.0% | 0.01% | -8.3% |
| Q2 2022 | $609,000 | -12.6% | 7,112 | -7.2% | 0.01% | +9.1% |
| Q1 2022 | $697,000 | +8.7% | 7,663 | +5.7% | 0.01% | +10.0% |
| Q4 2021 | $641,000 | +10.7% | 7,248 | -1.2% | 0.01% | 0.0% |
| Q3 2021 | $579,000 | +0.5% | 7,338 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $576,000 | -2.7% | 7,332 | -1.4% | 0.01% | -23.1% |
| Q1 2021 | $592,000 | +2.6% | 7,436 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $577,000 | +0.7% | 7,430 | +89.5% | 0.01% | -13.3% |
| Q3 2020 | $573,000 | +0.5% | 3,921 | -3.5% | 0.02% | -6.2% |
| Q2 2020 | $570,000 | +1.6% | 4,063 | +0.0% | 0.02% | -20.0% |
| Q1 2020 | $561,000 | -15.1% | 4,061 | -0.4% | 0.02% | +5.3% |
| Q4 2019 | $661,000 | – | 4,077 | – | 0.02% | – |
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% |