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 | $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 ↓ |
|---|---|---|---|
| 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% |