ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |