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 | $100,960 | -10.0% | 1,372 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $112,170 | -2.2% | 1,372 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $114,653 | -3.1% | 1,370 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $118,264 | +6.5% | 1,367 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $111,000 | -4.3% | 1,363 | +0.2% | 0.00% | -50.0% |
| Q2 2022 | $116,000 | -6.5% | 1,360 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $124,000 | +3.3% | 1,358 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $120,000 | +12.1% | 1,355 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $107,000 | +17.6% | 1,353 | +16.9% | 0.00% | 0.0% |
| Q2 2021 | $91,000 | +44.4% | 1,157 | +45.4% | 0.00% | +100.0% |
| Q1 2021 | $63,000 | +1.6% | 796 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $62,000 | – | 796 | – | 0.00% | – |
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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% |