ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,592 | -10.0% | 76 | 0.0% | 0.00% | – |
| Q2 2023 | $6,213 | -93.5% | 76 | -93.4% | 0.00% | -100.0% |
| Q1 2023 | $96,266 | +1363.7% | 1,150 | +1413.2% | 0.00% | – |
| Q4 2022 | $6,577 | +9.6% | 76 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 76 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | -16.7% | 76 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | -97.3% | 76 | -95.6% | 0.00% | -100.0% |
| Q2 2017 | $223,000 | +1758.3% | 1,718 | +1393.9% | 0.02% | +1100.0% |
| Q1 2014 | $12,000 | +9.1% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $11,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $11,000 | – | 115 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |