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 | $241,931 | -91.6% | 3,288 | -84.9% | 0.00% | -98.9% |
Q3 2017 | $2,890,000 | +1225.7% | 21,747 | +1199.9% | 0.26% | +543.9% |
Q2 2017 | $218,000 | -3.1% | 1,673 | -4.6% | 0.04% | -6.8% |
Q1 2017 | $225,000 | -46.3% | 1,754 | -49.0% | 0.04% | -68.6% |
Q4 2016 | $419,000 | -46.5% | 3,436 | -52.7% | 0.14% | -85.1% |
Q4 2015 | $783,000 | – | 7,261 | – | 0.94% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
Field & Main Bank | 4,540 | $637,000 | 0.54% |