ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |