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 | $33,847 | -10.0% | 460 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $37,605 | -2.3% | 460 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,507 | +98635.9% | 460 | 0.0% | 0.01% | – |
| Q4 2022 | $39 | -99.9% | 460 | 0.0% | 0.00% | – |
| Q3 2022 | $37,000 | -5.1% | 460 | 0.0% | 0.00% | – |
| Q2 2022 | $39,000 | -4.9% | 460 | 0.0% | 0.00% | – |
| Q1 2022 | $41,000 | +32.3% | 460 | +27.8% | 0.00% | – |
| Q4 2021 | $31,000 | -13.9% | 360 | -21.7% | 0.00% | – |
| Q3 2021 | $36,000 | 0.0% | 460 | 0.0% | 0.00% | – |
| Q2 2021 | $36,000 | 0.0% | 460 | 0.0% | 0.00% | – |
| Q1 2021 | $36,000 | +2.9% | 460 | 0.0% | 0.00% | – |
| Q4 2020 | $35,000 | +6.1% | 460 | +100.0% | 0.00% | – |
| Q3 2020 | $33,000 | +3.1% | 230 | 0.0% | 0.00% | – |
| Q2 2020 | $32,000 | -13.5% | 230 | -14.8% | 0.00% | – |
| Q1 2020 | $37,000 | -64.4% | 270 | -61.2% | 0.00% | – |
| Q2 2019 | $104,000 | -99.8% | 695 | +40.4% | 0.00% | -100.0% |
| Q4 2018 | $66,438,000 | -0.2% | 495 | -1.2% | 0.02% | +4.3% |
| Q2 2018 | $66,585,000 | -2.4% | 501 | -7.2% | 0.02% | -37.8% |
| Q1 2018 | $68,220,000 | +6.4% | 540 | +10.4% | 0.04% | +5.7% |
| Q4 2017 | $64,140,000 | -2.4% | 489 | 0.0% | 0.04% | -12.5% |
| Q3 2017 | $65,684,000 | +16.4% | 489 | +11.6% | 0.04% | +8.1% |
| Q2 2017 | $56,414,000 | +12.5% | 438 | +12.9% | 0.04% | +54.2% |
| Q1 2017 | $50,125,000 | – | 388 | – | 0.02% | – |
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% |