ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |