ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,109 | -10.0% | 980 | 0.0% | 0.01% | -20.0% |
| Q2 2023 | $80,115 | -2.3% | 980 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $82,036 | -3.3% | 980 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $84,809 | +6.0% | 980 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $80,000 | -4.8% | 980 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $84,000 | -5.6% | 980 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $89,000 | +2.3% | 980 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | +13.0% | 980 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $77,000 | 0.0% | 980 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $77,000 | -1.3% | 980 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $78,000 | +2.6% | 980 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $76,000 | +5.6% | 980 | +100.0% | 0.01% | -10.0% |
| Q3 2020 | $72,000 | +4.3% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $69,000 | +1.5% | 490 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $68,000 | -13.9% | 490 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $79,000 | – | 490 | – | 0.01% | – |
Download | ||||||
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% |