ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 203 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $122,645 | +7.2% | 1,355 | +0.1% | 0.00% | 0.0% |
| Q1 2024 | $114,396 | +3.9% | 1,353 | -1.7% | 0.00% | 0.0% |
| Q4 2023 | $110,059 | +9.0% | 1,377 | +0.4% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |