ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,531,905 | -14.4% | 20,820 | -4.2% | 0.01% | -12.5% |
| Q2 2023 | $1,789,486 | -8.9% | 21,722 | -7.4% | 0.02% | -15.8% |
| Q1 2023 | $1,964,614 | +188.4% | 23,470 | +11.5% | 0.02% | -44.1% |
| Q4 2022 | $681,172 | -61.1% | 21,043 | -2.5% | 0.03% | +70.0% |
| Q3 2022 | $1,751,000 | -4.6% | 21,581 | +0.7% | 0.02% | +25.0% |
| Q2 2022 | $1,835,000 | -5.5% | 21,433 | +0.5% | 0.02% | +6.7% |
| Q1 2022 | $1,941,000 | +2.0% | 21,332 | -0.9% | 0.02% | +7.1% |
| Q4 2021 | $1,903,000 | -23.9% | 21,519 | -32.1% | 0.01% | -12.5% |
| Q3 2021 | $2,502,000 | +40.4% | 31,698 | +39.6% | 0.02% | 0.0% |
| Q2 2021 | $1,782,000 | -1.2% | 22,699 | +0.1% | 0.02% | -5.9% |
| Q1 2021 | $1,804,000 | +2.4% | 22,671 | -0.1% | 0.02% | -5.6% |
| Q4 2020 | $1,761,000 | +9.4% | 22,699 | +103.6% | 0.02% | -14.3% |
| Q3 2020 | $1,609,000 | -11.8% | 11,147 | -14.3% | 0.02% | -16.0% |
| Q2 2020 | $1,825,000 | -0.3% | 13,012 | -1.8% | 0.02% | -26.5% |
| Q1 2020 | $1,831,000 | -17.6% | 13,254 | -3.3% | 0.03% | -2.9% |
| Q4 2019 | $2,221,000 | +39.6% | 13,704 | +40.3% | 0.04% | +40.0% |
| Q3 2019 | $1,591,000 | +7.6% | 9,771 | -0.3% | 0.02% | -7.4% |
| Q2 2019 | $1,478,000 | +3.9% | 9,801 | +1.5% | 0.03% | -3.6% |
| Q1 2019 | $1,423,000 | +10.1% | 9,659 | +0.3% | 0.03% | -9.7% |
| Q4 2018 | $1,292,000 | +0.6% | 9,626 | +0.5% | 0.03% | +19.2% |
| Q3 2018 | $1,284,000 | +156.8% | 9,577 | +154.8% | 0.03% | +225.0% |
| Q2 2018 | $500,000 | -41.7% | 3,758 | -44.1% | 0.01% | -76.5% |
| Q1 2018 | $857,000 | +41.4% | 6,726 | +45.2% | 0.03% | +30.8% |
| Q4 2017 | $606,000 | -58.6% | 4,632 | -57.6% | 0.03% | -27.8% |
| Q3 2017 | $1,465,000 | +11.1% | 10,934 | +6.7% | 0.04% | 0.0% |
| Q2 2017 | $1,319,000 | +33.1% | 10,243 | +33.8% | 0.04% | +28.6% |
| Q1 2017 | $991,000 | -2.7% | 7,653 | -8.5% | 0.03% | -15.2% |
| Q4 2016 | $1,018,000 | +25.7% | 8,365 | +22.2% | 0.03% | 0.0% |
| Q3 2016 | $810,000 | -13.9% | 6,848 | -3.7% | 0.03% | -13.2% |
| Q2 2016 | $941,000 | +33.9% | 7,111 | +25.2% | 0.04% | +11.8% |
| Q1 2016 | $703,000 | +20.0% | 5,681 | +4.6% | 0.03% | +21.4% |
| Q4 2015 | $586,000 | +21.3% | 5,432 | +21.2% | 0.03% | +3.7% |
| Q3 2015 | $483,000 | -13.1% | 4,481 | -16.4% | 0.03% | +3.8% |
| Q2 2015 | $556,000 | -44.7% | 5,359 | -40.4% | 0.03% | -55.2% |
| Q1 2015 | $1,005,000 | +41.5% | 8,988 | +49.7% | 0.06% | +26.1% |
| Q4 2014 | $710,000 | -19.4% | 6,003 | -28.2% | 0.05% | -24.6% |
| Q3 2014 | $881,000 | +46.1% | 8,365 | +54.6% | 0.06% | +17.3% |
| Q2 2014 | $603,000 | -7.5% | 5,412 | -13.5% | 0.05% | -24.6% |
| Q1 2014 | $652,000 | +88.4% | 6,260 | +73.3% | 0.07% | +76.9% |
| Q4 2013 | $346,000 | – | 3,612 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |