ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 181 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,000 | -30.6% | 11,120 | -22.6% | 0.00% | 0.0% |
| Q2 2023 | $1,173,000 | -4.6% | 14,367 | -2.1% | 0.00% | -33.3% |
| Q1 2023 | $1,230,000 | -25.9% | 14,677 | -23.5% | 0.00% | -25.0% |
| Q4 2022 | $1,659,000 | -13.8% | 19,190 | -19.4% | 0.00% | -20.0% |
| Q3 2022 | $1,925,000 | +26.7% | 23,798 | +34.1% | 0.01% | +25.0% |
| Q2 2022 | $1,519,000 | -5.9% | 17,753 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $1,614,000 | +5.6% | 17,699 | +2.4% | 0.00% | +33.3% |
| Q4 2021 | $1,528,000 | -14.3% | 17,292 | -23.5% | 0.00% | -40.0% |
| Q3 2021 | $1,783,000 | +0.9% | 22,598 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $1,767,000 | -5.1% | 22,498 | -3.8% | 0.01% | -16.7% |
| Q1 2021 | $1,862,000 | -11.3% | 23,398 | -13.4% | 0.01% | -33.3% |
| Q4 2020 | $2,099,000 | +4.2% | 27,014 | +95.8% | 0.01% | -10.0% |
| Q3 2020 | $2,014,000 | +15.6% | 13,795 | +11.2% | 0.01% | 0.0% |
| Q2 2020 | $1,742,000 | -2.6% | 12,409 | -4.1% | 0.01% | -16.7% |
| Q1 2020 | $1,789,000 | – | 12,939 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |