ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - 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 | 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% |