ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| 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% |