ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $309,000 | -6.9% | 3,500 | -16.7% | 0.13% | +34.7% |
| Q3 2021 | $332,000 | +0.6% | 4,200 | 0.0% | 0.10% | +88.5% |
| Q2 2021 | $330,000 | -1.2% | 4,200 | 0.0% | 0.05% | -8.8% |
| Q1 2021 | $334,000 | +2.5% | 4,200 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $326,000 | +6.2% | 4,200 | +100.0% | 0.06% | -11.1% |
| Q3 2020 | $307,000 | +1.3% | 2,100 | 0.0% | 0.06% | -3.1% |
| Q2 2020 | $303,000 | +4.1% | 2,100 | 0.0% | 0.06% | -13.3% |
| Q1 2020 | $291,000 | -14.2% | 2,100 | 0.0% | 0.08% | -7.4% |
| Q4 2019 | $339,000 | -0.9% | 2,100 | 0.0% | 0.08% | -15.6% |
| Q3 2019 | $342,000 | +7.9% | 2,100 | 0.0% | 0.10% | +14.3% |
| Q2 2019 | $317,000 | +2.6% | 2,100 | 0.0% | 0.08% | +15.1% |
| Q1 2019 | $309,000 | +10.4% | 2,100 | -1.5% | 0.07% | +37.7% |
| Q4 2018 | $280,000 | -2.1% | 2,133 | 0.0% | 0.05% | +15.2% |
| Q3 2018 | $286,000 | +2.1% | 2,133 | 0.0% | 0.05% | -6.1% |
| Q2 2018 | $280,000 | +3.3% | 2,133 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $271,000 | -4.2% | 2,133 | 0.0% | 0.05% | -9.1% |
| Q4 2017 | $283,000 | 0.0% | 2,133 | 0.0% | 0.06% | -9.8% |
| Q3 2017 | $283,000 | +2.2% | 2,133 | 0.0% | 0.06% | -4.7% |
| Q2 2017 | $277,000 | +1.1% | 2,133 | 0.0% | 0.06% | -5.9% |
| Q1 2017 | $274,000 | +5.8% | 2,133 | 0.0% | 0.07% | -4.2% |
| Q4 2016 | $259,000 | – | 2,133 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |