ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |