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 | $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 ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |