ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,018 | -2.1% | 10,234 | +8.7% | 0.01% | 0.0% |
| Q2 2023 | $769,316 | -2.2% | 9,411 | +0.2% | 0.01% | -16.7% |
| Q1 2023 | $786,519 | -5.7% | 9,396 | -2.5% | 0.01% | -14.3% |
| Q4 2022 | $834,317 | +10.9% | 9,641 | +4.0% | 0.01% | -22.2% |
| Q3 2022 | $752,000 | -6.9% | 9,271 | -1.8% | 0.01% | -10.0% |
| Q2 2022 | $808,000 | -3.6% | 9,437 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $838,000 | +119.4% | 9,206 | +113.3% | 0.01% | +100.0% |
| Q4 2021 | $382,000 | +13.0% | 4,316 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $338,000 | +32.5% | 4,285 | +32.0% | 0.01% | +25.0% |
| Q2 2021 | $255,000 | +82.1% | 3,247 | +225.4% | 0.00% | 0.0% |
| Q2 2020 | $140,000 | -33.3% | 998 | -22.7% | 0.00% | -33.3% |
| Q4 2019 | $210,000 | -17.3% | 1,291 | -17.1% | 0.01% | -25.0% |
| Q3 2019 | $254,000 | -33.9% | 1,558 | -38.7% | 0.01% | -33.3% |
| Q2 2019 | $384,000 | -73.4% | 2,543 | -74.0% | 0.01% | -74.5% |
| Q1 2019 | $1,443,000 | +390.8% | 9,796 | +327.6% | 0.05% | +261.5% |
| Q1 2018 | $294,000 | -9.5% | 2,291 | -5.9% | 0.01% | -7.1% |
| Q4 2017 | $325,000 | +0.9% | 2,435 | +1.0% | 0.01% | -6.7% |
| Q3 2017 | $322,000 | +18.8% | 2,411 | +15.7% | 0.02% | +15.4% |
| Q2 2017 | $271,000 | -12.3% | 2,084 | -12.7% | 0.01% | -13.3% |
| Q1 2017 | $309,000 | +5.1% | 2,388 | -1.2% | 0.02% | 0.0% |
| Q4 2016 | $294,000 | -19.7% | 2,416 | -19.1% | 0.02% | +7.1% |
| Q3 2016 | $366,000 | +49.4% | 2,985 | +58.4% | 0.01% | 0.0% |
| Q2 2016 | $245,000 | -21.0% | 1,884 | -24.5% | 0.01% | -26.3% |
| Q1 2016 | $310,000 | +46.2% | 2,494 | +27.3% | 0.02% | +35.7% |
| Q4 2015 | $212,000 | +1.4% | 1,959 | +1.5% | 0.01% | 0.0% |
| Q3 2015 | $209,000 | -57.2% | 1,931 | -55.8% | 0.01% | -54.8% |
| Q2 2015 | $488,000 | 0.0% | 4,364 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $488,000 | +6.8% | 4,364 | +13.0% | 0.03% | -3.1% |
| Q4 2014 | $457,000 | – | 3,862 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |