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 | $49,299 | -10.0% | 670 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $54,773 | -2.3% | 670 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $56,086 | -3.3% | 670 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $57,982 | +7.4% | 670 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $54,000 | -5.3% | 670 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $57,000 | -6.6% | 670 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $61,000 | +3.4% | 670 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $59,000 | +11.3% | 670 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $53,000 | 0.0% | 670 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $53,000 | 0.0% | 670 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | +1.9% | 670 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $52,000 | +6.1% | 670 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $49,000 | -99.9% | 335 | 0.0% | 0.00% | +50.0% |
| Q4 2014 | $39,620,000 | +6.2% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $37,309,000 | +6.9% | 335 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $34,904,000 | – | 335 | – | 0.00% | – |
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% |