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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |