ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |