ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,588 | -6.7% | 4,357 | +3.6% | 0.20% | -8.6% |
| Q2 2023 | $343,677 | -2.3% | 4,204 | 0.0% | 0.22% | -10.1% |
| Q1 2023 | $351,917 | -4.9% | 4,204 | -1.6% | 0.25% | -10.8% |
| Q4 2022 | $369,872 | +0.2% | 4,274 | -5.9% | 0.28% | -6.1% |
| Q3 2022 | $369,000 | -5.1% | 4,544 | 0.0% | 0.30% | 0.0% |
| Q2 2022 | $389,000 | -53.0% | 4,544 | -50.0% | 0.30% | +3.9% |
| Q1 2022 | $828,000 | +106.0% | 9,088 | +100.0% | 0.28% | +7.6% |
| Q4 2021 | $402,000 | +12.0% | 4,544 | -0.2% | 0.26% | +2.7% |
| Q3 2021 | $359,000 | -1.6% | 4,554 | -2.0% | 0.26% | -4.8% |
| Q2 2021 | $365,000 | -1.4% | 4,649 | 0.0% | 0.27% | -6.9% |
| Q1 2021 | $370,000 | -7.5% | 4,649 | -9.7% | 0.29% | -13.7% |
| Q4 2020 | $400,000 | +6.4% | 5,150 | +100.0% | 0.34% | -6.1% |
| Q3 2020 | $376,000 | +3.0% | 2,575 | -1.3% | 0.36% | -5.5% |
| Q2 2020 | $365,000 | -1.6% | 2,609 | -2.9% | 0.38% | +47.5% |
| Q1 2020 | $371,000 | -67.8% | 2,688 | -62.2% | 0.26% | -65.9% |
| Q4 2019 | $1,153,000 | -3.0% | 7,116 | -2.5% | 0.75% | -11.0% |
| Q3 2019 | $1,189,000 | -11.5% | 7,302 | -18.1% | 0.85% | +1.1% |
| Q2 2019 | $1,344,000 | +49.8% | 8,914 | +46.3% | 0.84% | +74.2% |
| Q1 2019 | $897,000 | +16.0% | 6,094 | +5.8% | 0.48% | +3.0% |
| Q4 2018 | $773,000 | +11.4% | 5,760 | +11.2% | 0.47% | +11.5% |
| Q3 2018 | $694,000 | +7.3% | 5,179 | +5.6% | 0.42% | +1.9% |
| Q2 2018 | $647,000 | +22.3% | 4,905 | +18.0% | 0.41% | +28.0% |
| Q1 2018 | $529,000 | +11.8% | 4,158 | +16.6% | 0.32% | +12.2% |
| Q4 2017 | $473,000 | +10.3% | 3,565 | +10.3% | 0.29% | +5.5% |
| Q3 2017 | $429,000 | +10.3% | 3,231 | +7.8% | 0.27% | +5.9% |
| Q2 2017 | $389,000 | +17.5% | 2,996 | +15.9% | 0.26% | +19.6% |
| Q1 2017 | $331,000 | +1555.0% | 2,584 | +1274.5% | 0.21% | +1546.2% |
| Q3 2015 | $20,000 | -79.8% | 188 | -80.4% | 0.01% | -78.0% |
| Q2 2015 | $99,000 | -78.4% | 958 | -75.3% | 0.06% | -77.4% |
| Q4 2014 | $458,000 | -13.6% | 3,875 | -23.1% | 0.26% | -5.1% |
| Q3 2014 | $530,000 | -9.4% | 5,039 | -4.1% | 0.28% | -7.7% |
| Q2 2014 | $585,000 | +15.8% | 5,254 | +8.5% | 0.30% | +8.0% |
| Q1 2014 | $505,000 | +40.3% | 4,843 | +29.0% | 0.28% | +2.2% |
| Q4 2013 | $360,000 | -2.2% | 3,753 | -4.2% | 0.27% | -15.9% |
| Q3 2013 | $368,000 | +59.3% | 3,919 | +60.6% | 0.32% | +68.9% |
| Q2 2013 | $231,000 | – | 2,440 | – | 0.19% | – |
Download | ||||||
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% |