ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 141 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,005 | -28.5% | 8,534 | -20.5% | 0.02% | -25.0% |
| Q2 2023 | $877,973 | -10.9% | 10,739 | -8.7% | 0.03% | -3.0% |
| Q1 2023 | $984,969 | -18.9% | 11,766 | -16.2% | 0.03% | -23.3% |
| Q4 2022 | $1,214,557 | -1.4% | 14,034 | -7.6% | 0.04% | -8.5% |
| Q3 2022 | $1,232,000 | +1.8% | 15,187 | +7.4% | 0.05% | +11.9% |
| Q2 2022 | $1,210,000 | +0.6% | 14,135 | +6.9% | 0.04% | +16.7% |
| Q1 2022 | $1,203,000 | +8.7% | 13,220 | +5.6% | 0.04% | +16.1% |
| Q4 2021 | $1,107,000 | +16.6% | 12,520 | +4.1% | 0.03% | +6.9% |
| Q3 2021 | $949,000 | -8.8% | 12,023 | -9.3% | 0.03% | -6.5% |
| Q2 2021 | $1,041,000 | -2.1% | 13,257 | -0.7% | 0.03% | -8.8% |
| Q1 2021 | $1,063,000 | +6.8% | 13,357 | +4.2% | 0.03% | 0.0% |
| Q4 2020 | $995,000 | -68.3% | 12,820 | -40.3% | 0.03% | -72.6% |
| Q3 2020 | $3,136,000 | -18.6% | 21,479 | -21.8% | 0.12% | -26.6% |
| Q2 2020 | $3,851,000 | +179.3% | 27,471 | +175.2% | 0.17% | +106.1% |
| Q1 2020 | $1,379,000 | -71.1% | 9,984 | -66.1% | 0.08% | -59.2% |
| Q4 2019 | $4,775,000 | +5.2% | 29,466 | +5.8% | 0.20% | -7.8% |
| Q3 2019 | $4,537,000 | -11.4% | 27,858 | -17.9% | 0.22% | -17.4% |
| Q2 2019 | $5,118,000 | +314.7% | 33,942 | +305.3% | 0.26% | +277.1% |
| Q1 2019 | $1,234,000 | +63.7% | 8,374 | +49.0% | 0.07% | +27.3% |
| Q4 2018 | $754,000 | +150.5% | 5,619 | +150.5% | 0.06% | +205.6% |
| Q3 2018 | $301,000 | +0.7% | 2,243 | -1.0% | 0.02% | -10.0% |
| Q2 2018 | $299,000 | -14.8% | 2,265 | -17.7% | 0.02% | -23.1% |
| Q1 2018 | $351,000 | -9.5% | 2,753 | -5.6% | 0.03% | -13.3% |
| Q4 2017 | $388,000 | -49.8% | 2,917 | -49.9% | 0.03% | -53.1% |
| Q3 2017 | $773,000 | +5.9% | 5,817 | +3.6% | 0.06% | -7.2% |
| Q2 2017 | $730,000 | +93.6% | 5,616 | +91.5% | 0.07% | +86.5% |
| Q1 2017 | $377,000 | +12.9% | 2,932 | +7.0% | 0.04% | 0.0% |
| Q4 2016 | $334,000 | – | 2,741 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |