ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 214 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,061,448 | +32.1% | 23,458 | +27.0% | 0.01% | +27.3% |
Q1 2024 | $1,560,703 | -9.9% | 18,466 | -14.8% | 0.01% | -15.4% |
Q4 2023 | $1,732,280 | +13.1% | 21,672 | +4.1% | 0.01% | -7.1% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 624,565 | $51,058,163 | 1.90% |
BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
Essex LLC | 58,552 | $4,786,626 | 0.67% |
TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |