ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422,671 | -12.8% | 5,744 | -3.1% | 0.04% | -7.7% |
| Q2 2023 | $484,595 | -19.8% | 5,928 | -17.9% | 0.04% | -22.0% |
| Q1 2023 | $604,581 | -3.2% | 7,222 | +0.1% | 0.05% | -9.1% |
| Q4 2022 | $624,519 | +6.8% | 7,217 | +0.1% | 0.06% | -3.5% |
| Q3 2022 | $585,000 | -5.2% | 7,211 | +0.1% | 0.06% | +1.8% |
| Q2 2022 | $617,000 | -3.9% | 7,205 | +2.1% | 0.06% | +12.0% |
| Q1 2022 | $642,000 | +2.9% | 7,059 | +0.1% | 0.05% | +13.6% |
| Q4 2021 | $624,000 | +10.2% | 7,054 | -1.7% | 0.04% | -4.3% |
| Q3 2021 | $566,000 | -8.3% | 7,174 | -8.7% | 0.05% | -6.1% |
| Q2 2021 | $617,000 | +45.5% | 7,855 | +47.4% | 0.05% | +22.5% |
| Q1 2021 | $424,000 | +2.7% | 5,328 | 0.0% | 0.04% | -7.0% |
| Q4 2020 | $413,000 | +6.2% | 5,328 | +100.0% | 0.04% | -6.5% |
| Q3 2020 | $389,000 | +4.3% | 2,664 | 0.0% | 0.05% | -6.1% |
| Q2 2020 | $373,000 | +1.4% | 2,664 | 0.0% | 0.05% | -9.3% |
| Q1 2020 | $368,000 | -14.8% | 2,664 | 0.0% | 0.05% | +20.0% |
| Q4 2019 | $432,000 | -0.5% | 2,664 | 0.0% | 0.04% | -6.2% |
| Q3 2019 | $434,000 | +8.0% | 2,664 | 0.0% | 0.05% | +4.3% |
| Q2 2019 | $402,000 | +2.6% | 2,664 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $392,000 | +9.5% | 2,664 | 0.0% | 0.05% | -2.1% |
| Q4 2018 | $358,000 | +17.8% | 2,664 | +17.7% | 0.05% | +38.2% |
| Q3 2018 | $304,000 | +1.7% | 2,264 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $299,000 | +3.5% | 2,264 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $289,000 | -4.0% | 2,264 | 0.0% | 0.04% | -5.4% |
| Q4 2017 | $301,000 | 0.0% | 2,264 | 0.0% | 0.04% | -2.6% |
| Q3 2017 | $301,000 | -4.1% | 2,264 | -6.2% | 0.04% | -9.5% |
| Q2 2017 | $314,000 | +1.3% | 2,414 | 0.0% | 0.04% | -2.3% |
| Q1 2017 | $310,000 | +5.4% | 2,414 | 0.0% | 0.04% | -2.3% |
| Q4 2016 | $294,000 | – | 2,414 | – | 0.04% | – |
Download | ||||||
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% |