ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,962 | -10.0% | 3,900 | 0.0% | 0.06% | -4.5% |
| Q2 2023 | $318,825 | -2.3% | 3,900 | 0.0% | 0.07% | -8.2% |
| Q1 2023 | $326,469 | -3.3% | 3,900 | 0.0% | 0.07% | -5.2% |
| Q4 2022 | $337,506 | -29.5% | 3,900 | -33.9% | 0.08% | -39.4% |
| Q3 2022 | $479,000 | +93.1% | 5,900 | +103.4% | 0.13% | +71.6% |
| Q2 2022 | $248,000 | -6.1% | 2,900 | 0.0% | 0.07% | +17.5% |
| Q1 2022 | $264,000 | -2.2% | 2,900 | -4.9% | 0.06% | 0.0% |
| Q4 2021 | $270,000 | +12.0% | 3,050 | 0.0% | 0.06% | -3.1% |
| Q3 2021 | $241,000 | +0.8% | 3,050 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $239,000 | -1.6% | 3,050 | 0.0% | 0.06% | -11.0% |
| Q1 2021 | $243,000 | +2.5% | 3,050 | 0.0% | 0.07% | -6.4% |
| Q4 2020 | $237,000 | +6.3% | 3,050 | +100.0% | 0.08% | -7.1% |
| Q3 2020 | $223,000 | +0.9% | 1,525 | -3.2% | 0.08% | -4.5% |
| Q2 2020 | $221,000 | +1.4% | 1,575 | 0.0% | 0.09% | -16.2% |
| Q1 2020 | $218,000 | -14.5% | 1,575 | 0.0% | 0.10% | +12.9% |
| Q4 2019 | $255,000 | -0.8% | 1,575 | 0.0% | 0.09% | -10.6% |
| Q3 2019 | $257,000 | +8.0% | 1,575 | 0.0% | 0.10% | +11.8% |
| Q2 2019 | $238,000 | +2.6% | 1,575 | 0.0% | 0.09% | -6.1% |
| Q1 2019 | $232,000 | +8.4% | 1,575 | -1.6% | 0.10% | -5.7% |
| Q4 2018 | $214,000 | -50.2% | 1,600 | -50.0% | 0.10% | +19.3% |
| Q3 2018 | $430,000 | +103.8% | 3,200 | +100.0% | 0.09% | -1.1% |
| Q2 2018 | $211,000 | +0.5% | 1,600 | -3.0% | 0.09% | -2.2% |
| Q1 2018 | $210,000 | -1.4% | 1,650 | +3.1% | 0.09% | +3.4% |
| Q4 2017 | $213,000 | 0.0% | 1,600 | 0.0% | 0.09% | -5.4% |
| Q3 2017 | $213,000 | +2.4% | 1,600 | 0.0% | 0.09% | -4.1% |
| Q2 2017 | $208,000 | -1.9% | 1,600 | -3.0% | 0.10% | -4.9% |
| Q1 2017 | $212,000 | – | 1,650 | – | 0.10% | – |
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% |