ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,778 | -13.4% | 5,311 | -3.8% | 0.03% | -9.4% |
| Q2 2023 | $451,254 | -43.3% | 5,520 | -41.9% | 0.03% | -43.9% |
| Q1 2023 | $795,792 | +85.9% | 9,507 | +92.2% | 0.06% | +72.7% |
| Q4 2022 | $428,098 | +2.7% | 4,946 | -3.7% | 0.03% | -5.7% |
| Q3 2022 | $417,000 | -0.2% | 5,137 | +5.2% | 0.04% | +6.1% |
| Q2 2022 | $418,000 | -6.7% | 4,884 | -0.8% | 0.03% | +10.0% |
| Q1 2022 | $448,000 | +2.3% | 4,921 | -0.7% | 0.03% | +3.4% |
| Q4 2021 | $438,000 | +22.0% | 4,954 | +8.5% | 0.03% | +3.6% |
| Q2 2021 | $359,000 | -1.1% | 4,568 | +0.1% | 0.03% | -20.0% |
| Q1 2021 | $363,000 | -40.8% | 4,565 | -42.2% | 0.04% | -45.3% |
| Q4 2020 | $613,000 | -49.1% | 7,896 | -4.3% | 0.06% | -30.4% |
| Q3 2020 | $1,205,000 | +402.1% | 8,255 | +374.4% | 0.09% | -80.2% |
| Q1 2020 | $240,000 | -35.7% | 1,740 | -24.3% | 0.46% | +887.2% |
| Q4 2019 | $373,000 | – | 2,300 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |