ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 133 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $252 | +4.1% | 2,867 | +0.0% | 0.02% | -28.0% |
Q1 2024 | $242 | -26.9% | 2,866 | -30.7% | 0.02% | -37.5% |
Q4 2023 | $331 | -26.1% | 4,136 | -32.0% | 0.04% | -28.6% |
Q3 2023 | $448 | -99.9% | 6,084 | +45.2% | 0.06% | +27.3% |
Q2 2023 | $342,639 | -24.6% | 4,191 | -22.8% | 0.04% | -35.3% |
Q1 2023 | $454,379 | -2.8% | 5,428 | +0.5% | 0.07% | -9.3% |
Q4 2022 | $467,577 | -64.8% | 5,403 | -67.1% | 0.08% | -34.2% |
Q3 2022 | $1,330,000 | +172.0% | 16,400 | +187.0% | 0.11% | +48.1% |
Q2 2022 | $489,000 | -5.8% | 5,714 | +0.0% | 0.08% | -3.8% |
Q1 2022 | $519,000 | +1.6% | 5,712 | -1.2% | 0.08% | +321.1% |
Q4 2021 | $511,000 | +9.4% | 5,782 | -2.3% | 0.02% | -73.2% |
Q3 2021 | $467,000 | +0.6% | 5,918 | +0.1% | 0.07% | +1.4% |
Q2 2021 | $464,000 | -1.3% | 5,915 | +0.1% | 0.07% | -6.7% |
Q1 2021 | $470,000 | -4.7% | 5,912 | -6.9% | 0.08% | -8.5% |
Q4 2020 | $493,000 | +3.8% | 6,348 | +95.3% | 0.08% | -8.9% |
Q3 2020 | $475,000 | -17.0% | 3,251 | -20.2% | 0.09% | -20.4% |
Q2 2020 | $572,000 | -4.3% | 4,076 | -5.9% | 0.11% | -26.6% |
Q1 2020 | $598,000 | -33.6% | 4,333 | -22.1% | 0.15% | -13.0% |
Q4 2019 | $901,000 | -40.9% | 5,562 | -40.6% | 0.18% | -45.9% |
Q3 2019 | $1,525,000 | +4.2% | 9,367 | -3.6% | 0.33% | -7.1% |
Q2 2019 | $1,464,000 | +89.1% | 9,712 | +84.8% | 0.35% | +62.2% |
Q1 2019 | $774,000 | +22.1% | 5,254 | +11.2% | 0.22% | -8.4% |
Q4 2018 | $634,000 | +23.8% | 4,723 | +23.6% | 0.24% | +48.1% |
Q3 2018 | $512,000 | +4.7% | 3,820 | +3.2% | 0.16% | -7.0% |
Q2 2018 | $489,000 | -2.0% | 3,703 | -5.4% | 0.17% | +15.4% |
Q1 2018 | $499,000 | -6.4% | 3,913 | -2.5% | 0.15% | -6.9% |
Q4 2017 | $533,000 | 0.0% | 4,014 | +0.0% | 0.16% | +23.1% |
Q3 2017 | $533,000 | -27.8% | 4,012 | -29.3% | 0.13% | -31.9% |
Q2 2017 | $738,000 | +88.7% | 5,672 | +86.4% | 0.19% | +75.2% |
Q1 2017 | $391,000 | +69.3% | 3,043 | +60.2% | 0.11% | +55.7% |
Q4 2016 | $231,000 | -27.4% | 1,900 | -26.8% | 0.07% | -23.9% |
Q3 2016 | $318,000 | -4.5% | 2,596 | +2.4% | 0.09% | +148.6% |
Q2 2016 | $333,000 | +41.7% | 2,535 | +33.5% | 0.04% | -58.4% |
Q1 2016 | $235,000 | -52.1% | 1,899 | -59.9% | 0.09% | -33.6% |
Q2 2015 | $491,000 | -11.1% | 4,734 | -4.1% | 0.13% | -36.2% |
Q1 2015 | $552,000 | -1.6% | 4,936 | +4.1% | 0.21% | -9.5% |
Q4 2014 | $561,000 | +19.4% | 4,742 | +6.1% | 0.23% | +12.1% |
Q3 2014 | $470,000 | +39.9% | 4,468 | +47.9% | 0.21% | +36.2% |
Q2 2014 | $336,000 | -70.1% | 3,021 | -74.3% | 0.15% | -76.0% |
Q4 2013 | $1,125,000 | -7.8% | 11,743 | -9.2% | 0.63% | -14.1% |
Q3 2013 | $1,220,000 | -23.7% | 12,935 | -23.5% | 0.74% | -20.6% |
Q2 2013 | $1,598,000 | – | 16,899 | – | 0.93% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 624,565 | $51,058,163 | 1.90% |
BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
Essex LLC | 58,552 | $4,786,626 | 0.67% |
TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |