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 | $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% | – |
Download | ||||||
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% |