ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $210,631 | -22.9% | 2,516 | -20.3% | 0.01% | -26.3% |
| Q4 2022 | $273,124 | -0.3% | 3,156 | -6.6% | 0.02% | -9.5% |
| Q3 2022 | $274,000 | -1.4% | 3,378 | +4.1% | 0.02% | +5.0% |
| Q2 2022 | $278,000 | -5.8% | 3,244 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $295,000 | +2.8% | 3,244 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $287,000 | +13.0% | 3,244 | +0.7% | 0.02% | +12.5% |
| Q3 2021 | $254,000 | +1.2% | 3,223 | +0.8% | 0.02% | -11.1% |
| Q2 2021 | $251,000 | -38.5% | 3,198 | -13.4% | 0.02% | -73.9% |
| Q2 2014 | $408,000 | – | 3,693 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |