ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 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 | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |