ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,126 | -80.7% | 26 | -68.3% | 0.00% | – |
| Q4 2018 | $11,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q2 2018 | $11,000 | +10.0% | 82 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | -100.0% | 82 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $106,879,000 | +78.1% | 804,386 | +78.1% | 1.10% | +61.2% |
| Q3 2017 | $60,026,000 | +545590.9% | 451,632 | +550670.7% | 0.68% | – |
| Q2 2017 | $11,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q1 2017 | $11,000 | +10.0% | 82 | 0.0% | 0.00% | – |
| Q4 2016 | $10,000 | -28.6% | 82 | -29.3% | 0.00% | – |
| Q3 2016 | $14,000 | -100.0% | 116 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $64,650,000 | -9.3% | 492,498 | -14.6% | 1.09% | -12.7% |
| Q1 2016 | $71,313,000 | +792266.7% | 576,592 | +703061.0% | 1.24% | – |
| Q4 2015 | $9,000 | -70.0% | 82 | -70.7% | 0.00% | – |
| Q3 2015 | $30,000 | -40.0% | 280 | -41.7% | 0.00% | -100.0% |
| Q2 2015 | $50,000 | -57.6% | 480 | -54.5% | 0.00% | -66.7% |
| Q1 2015 | $118,000 | -99.9% | 1,054 | -99.9% | 0.00% | -99.8% |
| Q4 2014 | $90,833,000 | +534211.8% | 768,012 | +476926.1% | 1.97% | – |
| Q3 2014 | $17,000 | -100.0% | 161 | -100.0% | 0.00% | -100.0% |
| Q2 2014 | $78,434,000 | +87.4% | 704,264 | +58.0% | 1.67% | +58.1% |
| Q3 2013 | $41,850,000 | – | 445,738 | – | 1.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |