ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $615,308 | -8.3% | 7,350 | -5.2% | 0.17% | -11.9% |
| Q4 2022 | $671,111 | +3.4% | 7,755 | -3.1% | 0.19% | -8.9% |
| Q3 2022 | $649,000 | -5.3% | 8,005 | 0.0% | 0.21% | +1.4% |
| Q2 2022 | $685,000 | -14.3% | 8,005 | -8.8% | 0.21% | -0.5% |
| Q1 2022 | $799,000 | +3.1% | 8,775 | +0.2% | 0.21% | +10.5% |
| Q4 2021 | $775,000 | +12.5% | 8,761 | +0.3% | 0.19% | -0.5% |
| Q3 2021 | $689,000 | -0.6% | 8,731 | -1.1% | 0.19% | 0.0% |
| Q2 2021 | $693,000 | -1.0% | 8,831 | +0.4% | 0.19% | -4.0% |
| Q1 2021 | $700,000 | +1.4% | 8,797 | -1.1% | 0.20% | -6.5% |
| Q4 2020 | $690,000 | +5.2% | 8,897 | +98.2% | 0.21% | -4.9% |
| Q3 2020 | $656,000 | +4.5% | 4,490 | +0.2% | 0.22% | -7.0% |
| Q2 2020 | $628,000 | +1.9% | 4,480 | +0.4% | 0.24% | -12.3% |
| Q1 2020 | $616,000 | -14.8% | 4,460 | 0.0% | 0.28% | +8.2% |
| Q4 2019 | $723,000 | -0.3% | 4,460 | +0.2% | 0.26% | -1.2% |
| Q3 2019 | $725,000 | +8.0% | 4,450 | 0.0% | 0.26% | +4.0% |
| Q2 2019 | $671,000 | +1.8% | 4,450 | -0.5% | 0.25% | -2.7% |
| Q1 2019 | $659,000 | +9.7% | 4,474 | 0.0% | 0.26% | -3.0% |
| Q4 2018 | $601,000 | +4.9% | 4,474 | +4.7% | 0.26% | +19.5% |
| Q3 2018 | $573,000 | +4.0% | 4,274 | +2.3% | 0.22% | -0.9% |
| Q2 2018 | $551,000 | +8.9% | 4,179 | +5.3% | 0.22% | +4.7% |
| Q1 2018 | $506,000 | -4.0% | 3,969 | 0.0% | 0.21% | 0.0% |
| Q4 2017 | $527,000 | 0.0% | 3,969 | +0.2% | 0.21% | -7.0% |
| Q3 2017 | $527,000 | +6.9% | 3,963 | +4.6% | 0.23% | +2.2% |
| Q2 2017 | $493,000 | +1.0% | 3,790 | -0.3% | 0.22% | -5.1% |
| Q1 2017 | $488,000 | +15.4% | 3,800 | +9.4% | 0.24% | +9.3% |
| Q4 2016 | $423,000 | +5.0% | 3,475 | +5.8% | 0.22% | +3.9% |
| Q3 2016 | $403,000 | +45.0% | 3,285 | +55.3% | 0.21% | +36.2% |
| Q2 2016 | $278,000 | – | 2,115 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |