ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,343 | -9.2% | 274 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $22,400 | -24.4% | 274 | -22.6% | 0.03% | -25.6% |
| Q1 2023 | $29,633 | -3.3% | 354 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $30,635 | +5.6% | 354 | 0.0% | 0.04% | +27.3% |
| Q3 2022 | $29,000 | -3.3% | 354 | 0.0% | 0.03% | +3.1% |
| Q2 2022 | $30,000 | -23.1% | 354 | -17.3% | 0.03% | -13.5% |
| Q1 2022 | $39,000 | +2.6% | 428 | 0.0% | 0.04% | +23.3% |
| Q4 2021 | $38,000 | +11.8% | 428 | 0.0% | 0.03% | +7.1% |
| Q3 2021 | $34,000 | +47.8% | 428 | +100.0% | 0.03% | -30.0% |
| Q3 2014 | $23,000 | -4.2% | 214 | 0.0% | 0.04% | +110.5% |
| Q2 2014 | $24,000 | +9.1% | 214 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $22,000 | -18.5% | 214 | -23.0% | 0.02% | -20.8% |
| Q4 2013 | $27,000 | -3.6% | 278 | -5.4% | 0.02% | -14.3% |
| Q3 2013 | $28,000 | -59.4% | 294 | -59.9% | 0.03% | -63.2% |
| Q2 2013 | $69,000 | +102.9% | 734 | +71.5% | 0.08% | +192.3% |
| Q2 2010 | $34,000 | – | 428 | – | 0.03% | – |
Download | ||||||
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% |