ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| 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% |