ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,562 | -11.1% | 5,009 | -1.2% | 0.00% | -50.0% |
| Q2 2023 | $414,554 | +79.1% | 5,071 | +83.4% | 0.00% | +100.0% |
| Q1 2023 | $231,458 | -13.3% | 2,765 | -10.4% | 0.00% | 0.0% |
| Q4 2022 | $266,976 | -2.9% | 3,085 | -9.1% | 0.00% | -50.0% |
| Q3 2022 | $275,000 | +19.0% | 3,393 | +25.6% | 0.00% | +100.0% |
| Q2 2022 | $231,000 | -7.2% | 2,702 | -1.3% | 0.00% | -50.0% |
| Q1 2022 | $249,000 | +4.2% | 2,737 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $239,000 | +12.2% | 2,702 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $213,000 | +23.1% | 2,702 | +22.7% | 0.00% | 0.0% |
| Q2 2021 | $173,000 | -1.1% | 2,202 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $175,000 | +12.9% | 2,202 | +10.0% | 0.00% | 0.0% |
| Q4 2020 | $155,000 | -31.1% | 2,002 | +30.8% | 0.00% | -50.0% |
| Q3 2020 | $225,000 | +57.3% | 1,531 | +52.9% | 0.00% | +100.0% |
| Q2 2020 | $143,000 | +30.0% | 1,001 | +18.2% | 0.00% | 0.0% |
| Q1 2020 | $110,000 | -20.3% | 847 | 0.0% | 0.00% | -60.0% |
| Q3 2019 | $138,000 | +7.8% | 847 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $128,000 | +2.4% | 847 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $125,000 | +9.6% | 847 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $114,000 | 0.0% | 847 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $114,000 | +0.9% | 847 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $113,000 | +5.6% | 847 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $107,000 | -5.3% | 847 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $113,000 | -48.2% | 847 | -50.0% | 0.01% | -22.2% |
| Q3 2017 | $218,000 | +98.2% | 1,694 | +100.0% | 0.01% | -35.7% |
| Q2 2017 | $110,000 | -38.9% | 847 | -55.6% | 0.01% | -74.5% |
| Q2 2013 | $180,000 | – | 1,908 | – | 0.06% | – |
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% |