ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |