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 | $448,438 | -9.5% | 6,094 | +0.5% | 0.02% | -10.5% |
| Q2 2023 | $495,700 | -42.9% | 6,063 | -41.6% | 0.02% | -47.2% |
| Q1 2023 | $868,565 | +1.5% | 10,375 | +5.0% | 0.04% | -16.3% |
| Q4 2022 | $855,337 | -20.1% | 9,883 | -25.1% | 0.04% | -23.2% |
| Q3 2022 | $1,070,000 | +36.3% | 13,194 | +43.8% | 0.06% | +40.0% |
| Q2 2022 | $785,000 | +121.8% | 9,173 | +136.1% | 0.04% | +166.7% |
| Q1 2022 | $354,000 | +2.9% | 3,885 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $344,000 | +63.0% | 3,883 | +45.2% | 0.02% | +36.4% |
| Q3 2021 | $211,000 | +0.5% | 2,674 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $210,000 | -38.8% | 2,672 | -37.7% | 0.01% | -45.0% |
| Q1 2021 | $343,000 | +827.0% | 4,292 | +1576.6% | 0.02% | +42.9% |
| Q3 2020 | $37,000 | -98.6% | 256 | -98.7% | 0.01% | -95.0% |
| Q1 2020 | $2,633,000 | -37.8% | 19,067 | -27.1% | 0.28% | -14.4% |
| Q4 2019 | $4,236,000 | +2.4% | 26,143 | +3.0% | 0.33% | -23.3% |
| Q3 2019 | $4,135,000 | +10.2% | 25,389 | +2.3% | 0.42% | +1.0% |
| Q2 2019 | $3,751,000 | +52.1% | 24,819 | +35.0% | 0.42% | -15.5% |
| Q4 2018 | $2,466,000 | +253.3% | 18,378 | +225.8% | 0.50% | +221.3% |
| Q1 2016 | $698,000 | -96.7% | 5,641 | -96.8% | 0.16% | -97.0% |
| Q4 2014 | $20,852,000 | +38.6% | 176,306 | +30.5% | 5.20% | +27.7% |
| Q2 2014 | $15,050,000 | +58.5% | 135,140 | +34.2% | 4.07% | +13.0% |
| Q3 2013 | $9,496,000 | – | 100,691 | – | 3.60% | – |
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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% |