ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 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 | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |