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 | $90,207 | -8.4% | 1,226 | +1.7% | 0.00% | -33.3% |
| Q2 2023 | $98,506 | -2.2% | 1,205 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $100,762 | +21.8% | 1,204 | +25.9% | 0.00% | +50.0% |
| Q4 2022 | $82,732 | +6.1% | 956 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $78,000 | -4.9% | 956 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $82,000 | -5.7% | 956 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $87,000 | +2.4% | 956 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $85,000 | +13.3% | 956 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $75,000 | 0.0% | 956 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $75,000 | -1.3% | 956 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $76,000 | +2.7% | 956 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $74,000 | +5.7% | 956 | +100.0% | 0.00% | -25.0% |
| Q3 2020 | $70,000 | +4.5% | 478 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $67,000 | -8.2% | 478 | -10.0% | 0.00% | -33.3% |
| Q1 2020 | $73,000 | -15.1% | 531 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $86,000 | 0.0% | 531 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $86,000 | +975.0% | 531 | +901.9% | 0.01% | +600.0% |
| Q2 2019 | $8,000 | – | 53 | – | 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% |