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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211,451 | -18.0% | 2,526 | -15.2% | 0.00% | -20.0% |
| Q4 2022 | $257,716 | -10.8% | 2,978 | -16.3% | 0.01% | -37.5% |
| Q3 2022 | $289,000 | -84.2% | 3,559 | -83.3% | 0.01% | -81.0% |
| Q2 2022 | $1,825,000 | -9.0% | 21,316 | -3.3% | 0.04% | +5.0% |
| Q1 2022 | $2,006,000 | +84.2% | 22,045 | +79.0% | 0.04% | +81.8% |
| Q4 2021 | $1,089,000 | +6.9% | 12,316 | -4.6% | 0.02% | +10.0% |
| Q3 2021 | $1,019,000 | +14.2% | 12,914 | +13.6% | 0.02% | -4.8% |
| Q2 2021 | $892,000 | -0.9% | 11,364 | +0.4% | 0.02% | -16.0% |
| Q1 2021 | $900,000 | +4.8% | 11,316 | +2.2% | 0.02% | -10.7% |
| Q4 2020 | $859,000 | +4.5% | 11,072 | +96.7% | 0.03% | -9.7% |
| Q3 2020 | $822,000 | -27.4% | 5,630 | -30.3% | 0.03% | -35.4% |
| Q2 2020 | $1,132,000 | -18.2% | 8,077 | -19.4% | 0.05% | -35.1% |
| Q1 2020 | $1,384,000 | -25.6% | 10,019 | -12.7% | 0.07% | -6.3% |
| Q4 2019 | $1,861,000 | -14.0% | 11,472 | -13.8% | 0.08% | -17.7% |
| Q3 2019 | $2,164,000 | +19.0% | 13,310 | +11.0% | 0.10% | +18.5% |
| Q2 2019 | $1,818,000 | +21.8% | 11,990 | +18.6% | 0.08% | +9.5% |
| Q1 2019 | $1,492,000 | +5.0% | 10,106 | -4.7% | 0.07% | -10.8% |
| Q4 2018 | $1,421,000 | +322.9% | 10,609 | +322.8% | 0.08% | +418.8% |
| Q3 2018 | $336,000 | -72.4% | 2,509 | -72.7% | 0.02% | -77.1% |
| Q2 2018 | $1,216,000 | +5.7% | 9,199 | +2.4% | 0.07% | +1.4% |
| Q1 2018 | $1,150,000 | -17.0% | 8,984 | -13.5% | 0.07% | -17.9% |
| Q4 2017 | $1,385,000 | -4.2% | 10,389 | -4.1% | 0.08% | -3.4% |
| Q3 2017 | $1,446,000 | -4.8% | 10,834 | -7.0% | 0.09% | -8.4% |
| Q2 2017 | $1,519,000 | -1.9% | 11,644 | -3.0% | 0.10% | -7.8% |
| Q1 2017 | $1,548,000 | -2.3% | 12,000 | -8.0% | 0.10% | -13.4% |
| Q4 2016 | $1,585,000 | -4.5% | 13,037 | -3.8% | 0.12% | -6.3% |
| Q3 2016 | $1,660,000 | -6.8% | 13,557 | +0.1% | 0.13% | -8.0% |
| Q2 2016 | $1,782,000 | +16.5% | 13,549 | +9.3% | 0.14% | +7.8% |
| Q1 2016 | $1,530,000 | +18.9% | 12,396 | +4.2% | 0.13% | +17.4% |
| Q4 2015 | $1,287,000 | +4.5% | 11,902 | +4.4% | 0.11% | -6.8% |
| Q3 2015 | $1,231,000 | +6.3% | 11,395 | +1.8% | 0.12% | +18.2% |
| Q2 2015 | $1,158,000 | +0.7% | 11,192 | +8.4% | 0.10% | -6.6% |
| Q1 2015 | $1,150,000 | -2.5% | 10,326 | +3.8% | 0.11% | -7.8% |
| Q4 2014 | $1,180,000 | +12.2% | 9,946 | -0.9% | 0.12% | +43.8% |
| Q3 2014 | $1,052,000 | -14.1% | 10,032 | -8.5% | 0.08% | -41.6% |
| Q2 2014 | $1,224,000 | +144.3% | 10,961 | +127.7% | 0.14% | +98.6% |
| Q1 2014 | $501,000 | +22.2% | 4,814 | +13.1% | 0.07% | +13.1% |
| Q4 2013 | $410,000 | +5.1% | 4,257 | +2.5% | 0.06% | -12.9% |
| Q3 2013 | $390,000 | +1.0% | 4,152 | +1.6% | 0.07% | -13.6% |
| Q2 2013 | $386,000 | – | 4,087 | – | 0.08% | – |
Download | ||||||
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% |