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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $629,235 | -14.8% | 8,552 | -5.3% | 0.02% | -13.6% |
| Q2 2023 | $738,343 | +3.1% | 9,032 | +5.6% | 0.02% | -4.3% |
| Q1 2023 | $715,864 | -3.3% | 8,552 | 0.0% | 0.02% | -11.5% |
| Q4 2022 | $740,066 | +5.9% | 8,552 | -0.8% | 0.03% | -7.1% |
| Q3 2022 | $699,000 | -8.7% | 8,622 | -3.7% | 0.03% | -9.7% |
| Q2 2022 | $766,000 | -12.1% | 8,952 | -6.5% | 0.03% | -16.2% |
| Q1 2022 | $871,000 | +2.6% | 9,577 | -0.2% | 0.04% | +2.8% |
| Q4 2021 | $849,000 | +6.8% | 9,596 | -4.7% | 0.04% | -2.7% |
| Q3 2021 | $795,000 | +0.6% | 10,069 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $790,000 | -3.8% | 10,069 | -2.4% | 0.04% | -9.8% |
| Q1 2021 | $821,000 | +1.0% | 10,318 | -1.5% | 0.04% | 0.0% |
| Q4 2020 | $813,000 | +4.5% | 10,472 | +96.7% | 0.04% | -8.9% |
| Q3 2020 | $778,000 | +4.3% | 5,325 | +0.1% | 0.04% | -6.2% |
| Q2 2020 | $746,000 | -1.3% | 5,322 | -2.8% | 0.05% | -22.6% |
| Q1 2020 | $756,000 | -18.6% | 5,475 | -4.5% | 0.06% | -7.5% |
| Q4 2019 | $929,000 | -2.8% | 5,733 | -2.4% | 0.07% | -11.8% |
| Q3 2019 | $956,000 | +6.7% | 5,872 | -1.1% | 0.08% | +4.1% |
| Q2 2019 | $896,000 | +1.7% | 5,940 | -0.7% | 0.07% | 0.0% |
| Q1 2019 | $881,000 | +11.9% | 5,980 | +2.0% | 0.07% | -8.8% |
| Q4 2018 | $787,000 | -2.0% | 5,863 | -2.1% | 0.08% | +14.3% |
| Q3 2018 | $803,000 | +1.6% | 5,989 | +0.1% | 0.07% | -9.1% |
| Q2 2018 | $790,000 | +3.5% | 5,985 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $763,000 | -4.0% | 5,985 | +0.1% | 0.08% | -5.0% |
| Q4 2017 | $795,000 | -3.2% | 5,982 | -3.2% | 0.08% | -11.1% |
| Q3 2017 | $821,000 | -0.2% | 6,180 | -2.3% | 0.09% | -3.2% |
| Q2 2017 | $823,000 | +1.4% | 6,326 | 0.0% | 0.09% | -6.1% |
| Q1 2017 | $812,000 | +5.3% | 6,326 | -0.0% | 0.10% | -2.0% |
| Q4 2016 | $771,000 | -4.0% | 6,328 | -3.4% | 0.10% | -9.8% |
| Q3 2016 | $803,000 | -11.6% | 6,548 | -5.3% | 0.11% | -17.0% |
| Q2 2016 | $908,000 | +6.4% | 6,916 | +0.3% | 0.14% | -0.7% |
| Q1 2016 | $853,000 | +10.2% | 6,897 | -3.9% | 0.14% | +17.2% |
| Q4 2015 | $774,000 | -5.0% | 7,176 | -5.0% | 0.12% | -19.4% |
| Q3 2015 | $815,000 | -7.7% | 7,551 | -11.4% | 0.14% | +9.1% |
| Q2 2015 | $883,000 | -8.1% | 8,522 | -0.9% | 0.13% | -5.0% |
| Q1 2015 | $961,000 | -8.3% | 8,598 | -3.0% | 0.14% | -18.7% |
| Q4 2014 | $1,048,000 | +10.9% | 8,864 | -1.3% | 0.17% | +4.9% |
| Q3 2014 | $945,000 | -6.9% | 8,981 | -1.4% | 0.16% | -5.8% |
| Q2 2014 | $1,015,000 | -5.8% | 9,112 | -12.0% | 0.17% | -9.4% |
| Q1 2014 | $1,078,000 | +8.3% | 10,357 | -0.2% | 0.19% | +3.8% |
| Q4 2013 | $995,000 | +2.4% | 10,381 | +0.2% | 0.18% | -7.5% |
| Q3 2013 | $972,000 | -5.9% | 10,357 | -5.2% | 0.20% | -75.7% |
| Q2 2013 | $1,033,000 | – | 10,921 | – | 0.82% | – |
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% |