ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,907 | -20.7% | 3,750 | -11.9% | 0.13% | -33.5% |
| Q2 2023 | $347,829 | -5.0% | 4,255 | -2.7% | 0.19% | -11.0% |
| Q1 2023 | $366,204 | -9.4% | 4,375 | -6.3% | 0.22% | -16.5% |
| Q4 2022 | $404,117 | -1.4% | 4,670 | -7.6% | 0.26% | -5.1% |
| Q3 2022 | $410,000 | -11.4% | 5,055 | -6.5% | 0.28% | -7.7% |
| Q2 2022 | $463,000 | -7.2% | 5,405 | -1.4% | 0.30% | -1.3% |
| Q1 2022 | $499,000 | +1.8% | 5,480 | -1.1% | 0.30% | +6.7% |
| Q4 2021 | $490,000 | +10.4% | 5,540 | -1.6% | 0.28% | -3.1% |
| Q3 2021 | $444,000 | -6.1% | 5,630 | -6.6% | 0.29% | -3.6% |
| Q2 2021 | $473,000 | -6.3% | 6,030 | -5.0% | 0.30% | -16.3% |
| Q1 2021 | $505,000 | -10.8% | 6,345 | -13.1% | 0.36% | -14.0% |
| Q4 2020 | $566,000 | -6.6% | 7,300 | +75.9% | 0.42% | -10.0% |
| Q3 2020 | $606,000 | -4.9% | 4,150 | -8.6% | 0.47% | -13.8% |
| Q2 2020 | $637,000 | -45.6% | 4,540 | -37.2% | 0.54% | -44.2% |
| Q4 2019 | $1,171,000 | -0.6% | 7,225 | -0.1% | 0.97% | -8.4% |
| Q3 2019 | $1,178,000 | +5.2% | 7,235 | -2.6% | 1.06% | +3.3% |
| Q2 2019 | $1,120,000 | +7.0% | 7,425 | +4.4% | 1.03% | +4.0% |
| Q1 2019 | $1,047,000 | +83.0% | 7,110 | +66.7% | 0.99% | +93.3% |
| Q3 2018 | $572,000 | +0.5% | 4,265 | +0.6% | 0.51% | -1.4% |
| Q2 2018 | $569,000 | +24.8% | 4,240 | +18.4% | 0.52% | +16.4% |
| Q1 2018 | $456,000 | +0.2% | 3,580 | +4.6% | 0.44% | +1.8% |
| Q4 2017 | $455,000 | +40.9% | 3,423 | +9.8% | 0.44% | +42.3% |
| Q2 2015 | $323,000 | -5.0% | 3,118 | +2.5% | 0.31% | -2.5% |
| Q1 2015 | $340,000 | -5.3% | 3,043 | +0.2% | 0.32% | -6.2% |
| Q4 2014 | $359,000 | +9.5% | 3,038 | -2.4% | 0.34% | +8.7% |
| Q3 2014 | $328,000 | -5.5% | 3,113 | 0.0% | 0.31% | -4.6% |
| Q2 2014 | $347,000 | +25.3% | 3,113 | +16.9% | 0.32% | +20.9% |
| Q1 2014 | $277,000 | -2.5% | 2,663 | -10.1% | 0.27% | -3.2% |
| Q4 2013 | $284,000 | – | 2,963 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |