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 | $3,367,315 | +347.2% | 45,764 | +396.9% | 0.00% | – |
| Q2 2023 | $752,917 | +54.7% | 9,210 | +58.4% | 0.00% | – |
| Q1 2023 | $486,606 | -84.8% | 5,813 | -84.3% | 0.00% | -100.0% |
| Q4 2022 | $3,203,451 | +88.2% | 37,017 | +76.4% | 0.00% | – |
| Q3 2022 | $1,702,000 | -13.2% | 20,986 | -8.4% | 0.00% | – |
| Q2 2022 | $1,961,000 | -34.2% | 22,911 | -30.0% | 0.00% | – |
| Q1 2022 | $2,980,000 | -47.9% | 32,747 | -49.3% | 0.00% | – |
| Q4 2021 | $5,716,000 | +328.5% | 64,636 | +282.6% | 0.00% | – |
| Q3 2021 | $1,334,000 | +124.6% | 16,893 | +123.3% | 0.00% | – |
| Q2 2021 | $594,000 | -40.7% | 7,565 | -39.9% | 0.00% | – |
| Q1 2021 | $1,001,000 | -83.1% | 12,580 | -83.6% | 0.00% | – |
| Q4 2020 | $5,934,000 | -10.0% | 76,484 | +69.5% | 0.00% | -100.0% |
| Q3 2020 | $6,591,000 | -52.3% | 45,136 | -54.2% | 0.00% | -33.3% |
| Q2 2020 | $13,805,000 | +46.4% | 98,472 | +44.2% | 0.00% | 0.0% |
| Q1 2020 | $9,428,000 | +138.3% | 68,268 | +179.7% | 0.00% | +200.0% |
| Q4 2019 | $3,956,000 | +12.8% | 24,411 | +13.4% | 0.00% | 0.0% |
| Q3 2019 | $3,506,000 | -77.2% | 21,525 | -78.9% | 0.00% | -50.0% |
| Q2 2019 | $15,351,000 | +352.2% | 101,799 | +341.6% | 0.00% | +100.0% |
| Q1 2019 | $3,395,000 | -17.8% | 23,050 | -25.1% | 0.00% | 0.0% |
| Q4 2018 | $4,131,000 | +178.4% | 30,780 | +178.1% | 0.00% | – |
| Q3 2018 | $1,484,000 | +42.4% | 11,068 | +40.1% | 0.00% | – |
| Q2 2018 | $1,042,000 | -83.5% | 7,900 | -84.1% | 0.00% | -100.0% |
| Q1 2018 | $6,314,000 | +60.7% | 49,547 | +67.6% | 0.00% | +100.0% |
| Q4 2017 | $3,928,000 | +114.8% | 29,561 | +114.7% | 0.00% | – |
| Q3 2017 | $1,829,000 | +133.3% | 13,767 | +128.3% | 0.00% | – |
| Q2 2017 | $784,000 | -89.6% | 6,029 | -89.7% | 0.00% | -100.0% |
| Q1 2017 | $7,552,000 | +40.4% | 58,811 | +33.2% | 0.00% | +100.0% |
| Q4 2016 | $5,379,000 | -48.6% | 44,152 | -48.2% | 0.00% | -66.7% |
| Q3 2016 | $10,455,000 | +365.7% | 85,296 | +398.8% | 0.01% | +500.0% |
| Q2 2016 | $2,245,000 | -73.0% | 17,100 | -74.6% | 0.00% | -75.0% |
| Q1 2016 | $8,312,000 | +40.3% | 67,205 | +22.3% | 0.00% | +100.0% |
| Q4 2015 | $5,925,000 | +55.4% | 54,932 | +55.4% | 0.00% | +100.0% |
| Q3 2015 | $3,813,000 | -35.9% | 35,342 | -38.4% | 0.00% | -66.7% |
| Q2 2015 | $5,951,000 | +23.3% | 57,407 | +32.9% | 0.00% | +50.0% |
| Q1 2015 | $4,827,000 | -5.8% | 43,193 | -0.3% | 0.00% | -33.3% |
| Q4 2014 | $5,125,000 | +103.1% | 43,335 | +80.8% | 0.00% | +200.0% |
| Q3 2014 | $2,523,000 | +122.1% | 23,973 | +135.0% | 0.00% | – |
| Q2 2014 | $1,136,000 | +7.9% | 10,200 | +1.0% | 0.00% | – |
| Q1 2014 | $1,053,000 | -61.3% | 10,100 | -64.4% | 0.00% | -100.0% |
| Q4 2013 | $2,721,000 | +128.3% | 28,389 | +123.5% | 0.00% | – |
| Q3 2013 | $1,192,000 | -49.2% | 12,700 | -48.8% | 0.00% | -100.0% |
| Q2 2013 | $2,346,000 | – | 24,800 | – | 0.00% | – |
Download | ||||||
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% |