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 2021 | $1,086,000 | -13.7% | 13,756 | -14.2% | 0.08% | -18.0% |
| Q2 2021 | $1,258,000 | +12.2% | 16,027 | +13.8% | 0.10% | -3.8% |
| Q1 2021 | $1,121,000 | -2.5% | 14,089 | -4.9% | 0.10% | -3.7% |
| Q4 2020 | $1,150,000 | +8.6% | 14,817 | +104.2% | 0.11% | -10.0% |
| Q3 2020 | $1,059,000 | -9.0% | 7,255 | -12.6% | 0.12% | -23.6% |
| Q2 2020 | $1,164,000 | -5.2% | 8,302 | -6.7% | 0.16% | -29.9% |
| Q1 2020 | $1,228,000 | -3.8% | 8,894 | +13.0% | 0.22% | +28.7% |
| Q4 2019 | $1,276,000 | +13.6% | 7,874 | +14.2% | 0.17% | 0.0% |
| Q3 2019 | $1,123,000 | +56.2% | 6,896 | +44.7% | 0.17% | +51.3% |
| Q2 2019 | $719,000 | – | 4,767 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |