ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,573,111 | -14.9% | 120,663 | -2.1% | 0.91% | -8.0% |
| Q2 2023 | $10,079,752 | -5.2% | 123,300 | -2.9% | 0.99% | -7.8% |
| Q1 2023 | $10,635,066 | -4.3% | 127,047 | -1.1% | 1.08% | -8.4% |
| Q4 2022 | $11,118,433 | +11.2% | 128,477 | +4.3% | 1.17% | +1.9% |
| Q3 2022 | $9,998,000 | -5.3% | 123,231 | -0.1% | 1.15% | +0.4% |
| Q2 2022 | $10,560,000 | -5.5% | 123,367 | +0.4% | 1.15% | +15.9% |
| Q1 2022 | $11,178,000 | +2.9% | 122,831 | -0.0% | 0.99% | +5.3% |
| Q4 2021 | $10,866,000 | +8.1% | 122,877 | +869.0% | 0.94% | -0.1% |
| Q3 2021 | $10,053,000 | +0.9% | 12,681 | -90.0% | 0.94% | -0.8% |
| Q2 2021 | $9,963,000 | -0.5% | 126,914 | +0.8% | 0.95% | -10.1% |
| Q1 2021 | $10,017,000 | +2.8% | 125,911 | +0.3% | 1.06% | -8.1% |
| Q4 2020 | $9,743,000 | +1.4% | 125,560 | +90.9% | 1.15% | -13.9% |
| Q3 2020 | $9,606,000 | +4.9% | 65,789 | +0.8% | 1.33% | -7.6% |
| Q2 2020 | $9,155,000 | +0.5% | 65,297 | -1.0% | 1.44% | -15.0% |
| Q1 2020 | $9,108,000 | -14.6% | 65,958 | +0.2% | 1.70% | +12.8% |
| Q4 2019 | $10,663,000 | +0.0% | 65,801 | +0.5% | 1.50% | -7.0% |
| Q3 2019 | $10,660,000 | +8.1% | 65,457 | +0.1% | 1.62% | +8.4% |
| Q2 2019 | $9,860,000 | +2.5% | 65,386 | +0.1% | 1.49% | -2.2% |
| Q1 2019 | $9,620,000 | +10.4% | 65,307 | +0.6% | 1.53% | -4.9% |
| Q4 2018 | $8,710,000 | +1.0% | 64,895 | +0.8% | 1.60% | +16.7% |
| Q3 2018 | $8,628,000 | -1.2% | 64,352 | -2.8% | 1.38% | -4.6% |
| Q2 2018 | $8,734,000 | -1.1% | 66,198 | -4.4% | 1.44% | -5.7% |
| Q1 2018 | $8,828,000 | -13.7% | 69,269 | -10.0% | 1.53% | -8.4% |
| Q4 2017 | $10,225,000 | -25.7% | 76,954 | -25.7% | 1.67% | -29.8% |
| Q3 2017 | $13,759,000 | -16.7% | 103,521 | -18.5% | 2.38% | -18.2% |
| Q2 2017 | $16,518,000 | -0.9% | 127,030 | -2.1% | 2.90% | -2.7% |
| Q1 2017 | $16,667,000 | +1.6% | 129,785 | -3.6% | 2.98% | -2.9% |
| Q4 2016 | $16,410,000 | -2.0% | 134,696 | -1.4% | 3.07% | -4.4% |
| Q3 2016 | $16,744,000 | -5.1% | 136,609 | +1.6% | 3.21% | -9.2% |
| Q2 2016 | $17,642,000 | +8.4% | 134,393 | +2.2% | 3.54% | +5.2% |
| Q1 2016 | $16,271,000 | +15.9% | 131,559 | +1.1% | 3.36% | +11.0% |
| Q4 2015 | $14,042,000 | +1.1% | 130,113 | +1.0% | 3.03% | -3.5% |
| Q3 2015 | $13,892,000 | +4.4% | 128,765 | +0.3% | 3.14% | +11.3% |
| Q2 2015 | $13,308,000 | -6.7% | 128,378 | +0.6% | 2.82% | -11.4% |
| Q1 2015 | $14,259,000 | -3.0% | 127,585 | +2.7% | 3.19% | -6.6% |
| Q4 2014 | $14,694,000 | +13.0% | 124,243 | +0.6% | 3.41% | +8.2% |
| Q3 2014 | $13,002,000 | +38.2% | 123,508 | +46.2% | 3.15% | +24.1% |
| Q2 2014 | $9,405,000 | -27.4% | 84,450 | -32.1% | 2.54% | -22.0% |
| Q1 2014 | $12,949,000 | +8.3% | 124,287 | -0.4% | 3.26% | +4.1% |
| Q4 2013 | $11,957,000 | +2.6% | 124,785 | +0.6% | 3.13% | -9.0% |
| Q3 2013 | $11,649,000 | -3.5% | 124,068 | -2.8% | 3.44% | -17.8% |
| Q2 2013 | $12,068,000 | – | 127,593 | – | 4.19% | – |
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% |