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 | $21,373 | -10.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,746 | -1.8% | 290 | +0.3% | 0.00% | -20.0% |
| Q1 2023 | $24,192 | -2.6% | 289 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $24,848 | +8.0% | 287 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $23,000 | -4.2% | 285 | +0.7% | 0.01% | +25.0% |
| Q2 2022 | $24,000 | -7.7% | 283 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | +4.0% | 282 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +13.6% | 280 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 279 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | 0.0% | 277 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 275 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +5.0% | 273 | +100.7% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 136 | +1.5% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +5.6% | 134 | +0.8% | 0.00% | -20.0% |
| Q1 2020 | $18,000 | -14.3% | 133 | +0.8% | 0.01% | 0.0% |
| Q4 2019 | $21,000 | 0.0% | 132 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $21,000 | +5.0% | 132 | +0.8% | 0.01% | +20.0% |
| Q2 2019 | $20,000 | +5.3% | 131 | +0.8% | 0.01% | -16.7% |
| Q1 2019 | $19,000 | +11.8% | 130 | +0.8% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | 0.0% | 129 | +1.6% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | 0.0% | 127 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $17,000 | +6.2% | 126 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $16,000 | -67.3% | 126 | -65.9% | 0.01% | -68.8% |
| Q4 2017 | $49,000 | -29.0% | 370 | -28.2% | 0.02% | -30.4% |
| Q3 2017 | $69,000 | +4.5% | 515 | +0.8% | 0.02% | -8.0% |
| Q2 2017 | $66,000 | 0.0% | 511 | -0.2% | 0.02% | -3.8% |
| Q1 2017 | $66,000 | +6.5% | 512 | +0.8% | 0.03% | 0.0% |
| Q4 2016 | $62,000 | 0.0% | 508 | +1.0% | 0.03% | -3.7% |
| Q3 2016 | $62,000 | -6.1% | 503 | +0.8% | 0.03% | -10.0% |
| Q2 2016 | $66,000 | +8.2% | 499 | +0.6% | 0.03% | -9.1% |
| Q1 2016 | $61,000 | +15.1% | 496 | +0.8% | 0.03% | +10.0% |
| Q4 2015 | $53,000 | +1.9% | 492 | +2.3% | 0.03% | -9.1% |
| Q3 2015 | $52,000 | -16.1% | 481 | -19.3% | 0.03% | -13.2% |
| Q2 2015 | $62,000 | -22.5% | 596 | -16.8% | 0.04% | -22.4% |
| Q1 2015 | $80,000 | -4.8% | 716 | +0.7% | 0.05% | -16.9% |
| Q4 2014 | $84,000 | +13.5% | 711 | +0.6% | 0.06% | +3.5% |
| Q3 2014 | $74,000 | -5.1% | 707 | +0.7% | 0.06% | -6.6% |
| Q2 2014 | $78,000 | +6.8% | 702 | +0.6% | 0.06% | 0.0% |
| Q1 2014 | $73,000 | +10.6% | 698 | +0.7% | 0.06% | +10.9% |
| Q4 2013 | $66,000 | +1.5% | 693 | +0.7% | 0.06% | -11.3% |
| Q3 2013 | $65,000 | – | 688 | – | 0.06% | – |
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% |