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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $981,099 | +30.3% | 12,274 | +19.9% | 0.01% | 0.0% |
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 ↓ |
---|---|---|---|
Destination Wealth Management | 624,565 | $51,058,163 | 1.90% |
BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
Essex LLC | 58,552 | $4,786,626 | 0.67% |
TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |