ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,831 | -45.5% | 3,176 | -39.4% | 0.01% | -44.4% |
| Q2 2023 | $427,063 | -39.5% | 5,237 | -36.6% | 0.01% | -35.7% |
| Q1 2023 | $705,547 | -19.1% | 8,257 | -17.5% | 0.01% | -22.2% |
| Q4 2022 | $871,796 | -73.9% | 10,006 | -77.1% | 0.02% | -76.6% |
| Q3 2022 | $3,343,000 | -8.3% | 43,774 | +2.4% | 0.08% | -4.9% |
| Q2 2022 | $3,647,000 | -43.0% | 42,731 | -38.2% | 0.08% | -35.2% |
| Q1 2022 | $6,396,000 | +556.0% | 69,111 | +515.5% | 0.12% | +635.3% |
| Q4 2021 | $975,000 | +136.1% | 11,229 | +119.9% | 0.02% | +142.9% |
| Q3 2021 | $413,000 | -7.2% | 5,107 | -8.4% | 0.01% | -12.5% |
| Q2 2021 | $445,000 | +11025.0% | 5,574 | +14192.3% | 0.01% | +700.0% |
| Q3 2015 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | -100.0% | 39 | -99.9% | 0.00% | -99.9% |
| Q4 2014 | $8,009,000 | +207.0% | 67,720 | +189.1% | 1.33% | +150.4% |
| Q2 2014 | $2,609,000 | – | 23,424 | – | 0.53% | – |
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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% |