ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |