ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,050 | -12.0% | 4,295 | -2.2% | 0.00% | -50.0% |
| Q2 2023 | $359,056 | -20.1% | 4,392 | -18.2% | 0.00% | +100.0% |
| Q1 2023 | $449,523 | -16.6% | 5,370 | -13.7% | 0.00% | 0.0% |
| Q4 2022 | $538,798 | +8.4% | 6,226 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $497,000 | +12.7% | 6,131 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $441,000 | +3.5% | 5,156 | +10.1% | 0.00% | 0.0% |
| Q1 2022 | $426,000 | +7.6% | 4,683 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $396,000 | +81.7% | 4,479 | +63.8% | 0.00% | 0.0% |
| Q1 2021 | $218,000 | +4.3% | 2,735 | +72.4% | 0.00% | 0.0% |
| Q2 2018 | $209,000 | – | 1,586 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |