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 | $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 | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |