ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.63 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 | 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% |