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 | $24,281 | -60.9% | 330 | -56.5% | 0.00% | -60.0% |
| Q2 2023 | $62,064 | -2.3% | 759 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $63,552 | -3.3% | 759 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $65,701 | +6.0% | 759 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $62,000 | -19.5% | 759 | -15.6% | 0.01% | -25.0% |
| Q2 2022 | $77,000 | +11.6% | 899 | +18.8% | 0.01% | +100.0% |
| Q1 2022 | $69,000 | +3.0% | 757 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $67,000 | +13.6% | 755 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $59,000 | 0.0% | 749 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $59,000 | 0.0% | 749 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | +1.7% | 744 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $58,000 | +7.4% | 744 | +100.5% | 0.01% | 0.0% |
| Q3 2020 | $54,000 | -44.9% | 371 | -47.0% | 0.01% | -37.5% |
| Q2 2020 | $98,000 | -15.5% | 700 | -16.9% | 0.01% | -27.3% |
| Q1 2020 | $116,000 | -21.6% | 842 | -7.9% | 0.01% | -15.4% |
| Q4 2019 | $148,000 | +32.1% | 914 | +33.4% | 0.01% | +30.0% |
| Q3 2019 | $112,000 | +8.7% | 685 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $103,000 | +3.0% | 685 | +0.6% | 0.01% | -8.3% |
| Q1 2019 | $100,000 | +9.9% | 681 | +0.4% | 0.01% | -7.7% |
| Q4 2018 | $91,000 | +1.1% | 678 | +1.0% | 0.01% | +18.2% |
| Q3 2018 | $90,000 | +2.3% | 671 | +0.6% | 0.01% | -8.3% |
| Q2 2018 | $88,000 | +23.9% | 667 | +20.4% | 0.01% | +20.0% |
| Q1 2018 | $71,000 | +77.5% | 554 | +84.7% | 0.01% | +66.7% |
| Q4 2017 | $40,000 | – | 300 | – | 0.01% | – |
Download | ||||||
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% |