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 | $283,651 | -7.6% | 3,855 | +2.7% | 0.03% | -3.1% |
| Q2 2023 | $306,971 | -2.6% | 3,755 | -0.2% | 0.03% | -11.1% |
| Q1 2023 | $315,084 | -3.6% | 3,764 | -0.4% | 0.04% | -10.0% |
| Q4 2022 | $326,948 | +5.8% | 3,778 | -0.7% | 0.04% | 0.0% |
| Q3 2022 | $309,000 | -5.5% | 3,804 | -0.4% | 0.04% | +2.6% |
| Q2 2022 | $327,000 | -0.6% | 3,819 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $329,000 | -3.2% | 3,819 | -0.6% | 0.04% | +21.9% |
| Q4 2021 | $340,000 | +12.2% | 3,842 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $303,000 | -4.4% | 3,842 | -4.9% | 0.03% | +45.5% |
| Q2 2021 | $317,000 | -1.6% | 4,042 | 0.0% | 0.02% | -42.1% |
| Q1 2021 | $322,000 | – | 4,042 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |