ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,036,922 | -11.0% | 95,636 | -1.2% | 0.01% | -7.1% |
| Q2 2023 | $7,910,026 | +6.0% | 96,759 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $7,461,745 | -4.4% | 89,138 | -1.1% | 0.01% | -12.5% |
| Q4 2022 | $7,801,405 | +13.1% | 90,151 | +6.0% | 0.02% | +6.7% |
| Q3 2022 | $6,897,000 | -3.3% | 85,016 | +2.0% | 0.02% | -6.2% |
| Q2 2022 | $7,135,000 | -0.3% | 83,355 | +6.0% | 0.02% | +23.1% |
| Q1 2022 | $7,156,000 | +10.4% | 78,633 | +7.2% | 0.01% | +8.3% |
| Q4 2021 | $6,484,000 | +23.3% | 73,322 | +10.1% | 0.01% | +9.1% |
| Q3 2021 | $5,257,000 | +18.4% | 66,589 | +17.8% | 0.01% | +22.2% |
| Q2 2021 | $4,439,000 | +21.5% | 56,539 | +23.1% | 0.01% | +12.5% |
| Q1 2021 | $3,655,000 | +15.0% | 45,935 | +12.2% | 0.01% | 0.0% |
| Q4 2020 | $3,179,000 | -0.4% | 40,958 | +87.4% | 0.01% | -11.1% |
| Q3 2020 | $3,191,000 | -31.8% | 21,853 | -34.5% | 0.01% | -40.0% |
| Q2 2020 | $4,676,000 | +7.5% | 33,349 | +5.9% | 0.02% | -21.1% |
| Q1 2020 | $4,349,000 | +18.4% | 31,492 | +39.0% | 0.02% | +58.3% |
| Q4 2019 | $3,672,000 | +36.3% | 22,664 | +37.0% | 0.01% | +20.0% |
| Q3 2019 | $2,694,000 | -36.6% | 16,543 | -41.3% | 0.01% | -37.5% |
| Q2 2019 | $4,251,000 | +29.6% | 28,190 | +26.6% | 0.02% | +14.3% |
| Q1 2019 | $3,280,000 | +47.8% | 22,259 | +34.4% | 0.01% | +40.0% |
| Q3 2018 | $2,219,000 | +0.2% | 16,556 | -1.4% | 0.01% | -9.1% |
| Q2 2018 | $2,214,000 | +7.5% | 16,786 | +3.8% | 0.01% | -8.3% |
| Q1 2018 | $2,060,000 | -5.6% | 16,167 | -1.6% | 0.01% | -14.3% |
| Q4 2017 | $2,183,000 | -59.8% | 16,425 | -59.8% | 0.01% | -60.0% |
| Q3 2017 | $5,437,000 | +0.0% | 40,906 | -2.1% | 0.04% | -7.9% |
| Q2 2017 | $5,436,000 | +140.3% | 41,801 | +137.4% | 0.04% | +123.5% |
| Q1 2017 | $2,262,000 | +16.0% | 17,608 | +10.0% | 0.02% | +6.2% |
| Q4 2016 | $1,950,000 | -36.0% | 16,001 | -35.6% | 0.02% | -40.7% |
| Q3 2016 | $3,047,000 | -15.1% | 24,857 | -9.1% | 0.03% | -22.9% |
| Q2 2016 | $3,590,000 | +92.6% | 27,343 | +58.3% | 0.04% | +59.1% |
| Q4 2015 | $1,864,000 | -17.2% | 17,271 | -17.2% | 0.02% | -42.1% |
| Q3 2015 | $2,250,000 | +70.6% | 20,856 | +49.6% | 0.04% | -2.6% |
| Q2 2013 | $1,319,000 | – | 13,941 | – | 0.04% | – |
Download | ||||||
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% |