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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,818,000 | +15.4% | 23,422 | +117.2% | 0.03% | -6.9% |
| Q3 2020 | $1,575,000 | -3.8% | 10,785 | -7.6% | 0.03% | -9.4% |
| Q2 2020 | $1,637,000 | -24.7% | 11,676 | -25.8% | 0.03% | -52.2% |
| Q1 2020 | $2,173,000 | +137.2% | 15,733 | +178.3% | 0.07% | +139.3% |
| Q4 2019 | $916,000 | -64.1% | 5,654 | -63.9% | 0.03% | -73.1% |
| Q3 2019 | $2,552,000 | +995.3% | 15,674 | +915.2% | 0.10% | +940.0% |
| Q2 2019 | $233,000 | -26.5% | 1,544 | -35.2% | 0.01% | -95.3% |
| Q3 2017 | $317,000 | -8.4% | 2,384 | -10.5% | 0.21% | +422.0% |
| Q2 2017 | $346,000 | – | 2,663 | – | 0.04% | – |
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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% |