ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,449 | -9.9% | 3,724 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $306,767 | -0.3% | 3,753 | +2.1% | 0.01% | -12.5% |
| Q1 2023 | $307,642 | -2.1% | 3,675 | +1.2% | 0.01% | -11.1% |
| Q4 2022 | $314,127 | +11.4% | 3,630 | +4.8% | 0.01% | 0.0% |
| Q3 2022 | $282,000 | -30.2% | 3,465 | -37.0% | 0.01% | -90.3% |
| Q1 2016 | $404,000 | +192.8% | 5,501 | +370.6% | 0.09% | +3000.0% |
| Q4 2014 | $138,000 | -99.9% | 1,169 | -44.2% | 0.00% | -94.5% |
| Q2 2014 | $233,301,000 | +152384.3% | 2,095 | +42.9% | 0.06% | +19.6% |
| Q1 2014 | $153,000 | +9.3% | 1,466 | +0.1% | 0.05% | +2.2% |
| Q4 2013 | $140,000 | – | 1,465 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |