ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 137 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,278,829 | +22.5% | 40,108 | +28.3% | 0.00% | 0.0% |
| Q2 2022 | $2,676,000 | +102.6% | 31,267 | +231.9% | 0.00% | 0.0% |
| Q2 2020 | $1,321,000 | +49.3% | 9,420 | +47.0% | 0.00% | 0.0% |
| Q1 2020 | $885,000 | +156.5% | 6,410 | +202.9% | 0.00% | 0.0% |
| Q3 2019 | $345,000 | -86.7% | 2,116 | -87.7% | 0.00% | -80.0% |
| Q2 2019 | $2,603,000 | -9.2% | 17,260 | -11.3% | 0.01% | 0.0% |
| Q1 2019 | $2,868,000 | +474.7% | 19,468 | +423.9% | 0.01% | +400.0% |
| Q4 2018 | $499,000 | -79.1% | 3,716 | -79.2% | 0.00% | -80.0% |
| Q3 2018 | $2,390,000 | -51.6% | 17,825 | -52.3% | 0.01% | -58.3% |
| Q2 2018 | $4,934,000 | +530.9% | 37,393 | +535.6% | 0.01% | +500.0% |
| Q4 2017 | $782,000 | +39.1% | 5,883 | +36.1% | 0.00% | 0.0% |
| Q2 2017 | $562,000 | -83.7% | 4,323 | -83.9% | 0.00% | -86.7% |
| Q1 2017 | $3,448,000 | +680.1% | 26,850 | +645.0% | 0.02% | +650.0% |
| Q3 2016 | $442,000 | -58.1% | 3,604 | -57.7% | 0.00% | -66.7% |
| Q1 2016 | $1,054,000 | -53.1% | 8,518 | -59.1% | 0.01% | -57.1% |
| Q4 2015 | $2,248,000 | +78.3% | 20,834 | +78.3% | 0.01% | +75.0% |
| Q3 2015 | $1,261,000 | +100.2% | 11,687 | +92.4% | 0.01% | +100.0% |
| Q2 2015 | $630,000 | -57.9% | 6,073 | -54.6% | 0.00% | -66.7% |
| Q1 2015 | $1,496,000 | -60.0% | 13,382 | -57.6% | 0.01% | -57.1% |
| Q4 2014 | $3,737,000 | +695.1% | 31,593 | +607.4% | 0.03% | +460.0% |
| Q3 2014 | $470,000 | – | 4,466 | – | 0.01% | – |
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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% |