ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 142 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $783,972 | -10.1% | 10,655 | -0.1% | 0.02% | -8.7% |
Q2 2023 | $871,765 | +26.8% | 10,664 | +29.8% | 0.02% | +21.1% |
Q1 2023 | $687,616 | +288.7% | 8,214 | +301.9% | 0.02% | +280.0% |
Q4 2022 | $176,888 | -26.6% | 2,044 | -22.9% | 0.01% | -28.6% |
Q1 2022 | $241,000 | +3.9% | 2,652 | +1.3% | 0.01% | 0.0% |
Q4 2021 | $232,000 | +43.2% | 2,618 | +26.8% | 0.01% | +40.0% |
Q2 2021 | $162,000 | -71.0% | 2,064 | -70.6% | 0.01% | -76.2% |
Q1 2021 | $559,000 | +2.8% | 7,026 | +0.3% | 0.02% | -4.5% |
Q4 2020 | $544,000 | +10.6% | 7,008 | +108.0% | 0.02% | -4.3% |
Q3 2020 | $492,000 | -1.4% | 3,369 | -5.3% | 0.02% | -14.8% |
Q2 2020 | $499,000 | -84.2% | 3,557 | -84.4% | 0.03% | -87.0% |
Q1 2020 | $3,158,000 | -2.1% | 22,872 | +14.9% | 0.21% | +21.8% |
Q4 2019 | $3,225,000 | +352.3% | 19,905 | +321.2% | 0.17% | +286.4% |
Q3 2019 | $713,000 | 0.0% | 4,726 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $713,000 | +14160.0% | 4,726 | +12673.0% | 0.04% | – |
Q1 2018 | $5,000 | -54.5% | 37 | -54.9% | 0.00% | -100.0% |
Q4 2017 | $11,000 | +10.0% | 82 | +12.3% | 0.00% | 0.0% |
Q3 2017 | $10,000 | -61.5% | 73 | -64.0% | 0.00% | -66.7% |
Q2 2017 | $26,000 | – | 203 | +6666.7% | 0.00% | – |
Q1 2017 | $0 | -100.0% | 3 | -99.9% | 0.00% | -100.0% |
Q3 2016 | $569,000 | -44.0% | 4,640 | -40.0% | 0.11% | -53.7% |
Q2 2016 | $1,016,000 | -5.8% | 7,738 | -11.2% | 0.23% | -21.4% |
Q1 2016 | $1,078,000 | +418.3% | 8,715 | +353.0% | 0.29% | +338.8% |
Q4 2015 | $208,000 | -28.0% | 1,924 | -28.3% | 0.07% | -23.0% |
Q3 2015 | $289,000 | -3.0% | 2,683 | -6.1% | 0.09% | -1.1% |
Q2 2015 | $298,000 | -59.7% | 2,857 | -56.1% | 0.09% | -56.9% |
Q1 2015 | $739,000 | -55.9% | 6,501 | -52.6% | 0.20% | -61.1% |
Q4 2014 | $1,675,000 | +107.3% | 13,722 | +78.7% | 0.52% | +77.6% |
Q3 2014 | $808,000 | -34.4% | 7,679 | -30.6% | 0.30% | -43.5% |
Q2 2014 | $1,232,000 | +94.3% | 11,065 | +81.7% | 0.52% | +59.6% |
Q1 2014 | $634,000 | +286.6% | 6,089 | +256.5% | 0.33% | +298.8% |
Q4 2013 | $164,000 | -91.0% | 1,708 | -91.1% | 0.08% | -94.5% |
Q2 2013 | $1,830,000 | – | 19,251 | – | 1.49% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
Essex LLC | 32,093 | $2,777,328 | 0.84% |
TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |