ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 133 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,067,797 | -16.3% | 55,284 | -7.0% | 0.00% | -50.0% |
Q2 2023 | $4,861,346 | -1.7% | 59,466 | +0.7% | 0.00% | 0.0% |
Q1 2023 | $4,944,247 | -10.4% | 59,064 | -7.4% | 0.00% | 0.0% |
Q4 2022 | $5,520,559 | +44.2% | 63,792 | +35.2% | 0.00% | 0.0% |
Q3 2022 | $3,828,000 | +0.9% | 47,191 | +6.5% | 0.00% | 0.0% |
Q2 2022 | $3,792,000 | -9.5% | 44,304 | -3.8% | 0.00% | +100.0% |
Q1 2022 | $4,192,000 | +6.7% | 46,071 | +3.8% | 0.00% | 0.0% |
Q4 2021 | $3,927,000 | +1.6% | 44,405 | -9.4% | 0.00% | 0.0% |
Q3 2021 | $3,867,000 | +7.7% | 48,991 | +7.1% | 0.00% | 0.0% |
Q2 2021 | $3,591,000 | -18.9% | 45,750 | -17.8% | 0.00% | 0.0% |
Q1 2021 | $4,430,000 | +3.6% | 55,685 | +1.0% | 0.00% | 0.0% |
Q4 2020 | $4,278,000 | -31.5% | 55,133 | +28.9% | 0.00% | -50.0% |
Q3 2020 | $6,247,000 | -29.7% | 42,782 | -32.5% | 0.00% | -50.0% |
Q2 2020 | $8,889,000 | +34.7% | 63,401 | +32.7% | 0.00% | +33.3% |
Q1 2020 | $6,599,000 | -11.7% | 47,789 | +3.7% | 0.00% | 0.0% |
Q4 2019 | $7,470,000 | +9.9% | 46,095 | +10.4% | 0.00% | 0.0% |
Q3 2019 | $6,800,000 | -5.9% | 41,759 | -12.9% | 0.00% | 0.0% |
Q2 2019 | $7,229,000 | +5.8% | 47,941 | +3.4% | 0.00% | 0.0% |
Q1 2019 | $6,830,000 | +38.7% | 46,363 | +26.4% | 0.00% | +50.0% |
Q4 2018 | $4,924,000 | +34.1% | 36,683 | +33.9% | 0.00% | +100.0% |
Q3 2018 | $3,672,000 | +1.8% | 27,387 | +0.2% | 0.00% | -50.0% |
Q2 2018 | $3,606,000 | -3.2% | 27,328 | -6.5% | 0.00% | 0.0% |
Q1 2018 | $3,725,000 | -23.9% | 29,228 | -20.7% | 0.00% | 0.0% |
Q4 2017 | $4,896,000 | -46.9% | 36,849 | -46.9% | 0.00% | -50.0% |
Q3 2017 | $9,220,000 | -8.9% | 69,368 | -10.9% | 0.00% | -20.0% |
Q2 2017 | $10,121,000 | +59.3% | 77,838 | +57.3% | 0.01% | +66.7% |
Q1 2017 | $6,355,000 | -2.4% | 49,483 | -7.4% | 0.00% | -25.0% |
Q4 2016 | $6,510,000 | -50.7% | 53,434 | -50.4% | 0.00% | -50.0% |
Q3 2016 | $13,205,000 | -11.7% | 107,731 | -5.5% | 0.01% | -11.1% |
Q2 2016 | $14,960,000 | +21.0% | 113,961 | +14.0% | 0.01% | +12.5% |
Q1 2016 | $12,367,000 | +187.3% | 99,995 | +150.7% | 0.01% | +166.7% |
Q4 2015 | $4,304,000 | -20.0% | 39,880 | -20.0% | 0.00% | -25.0% |
Q3 2015 | $5,377,000 | +72.6% | 49,835 | +65.8% | 0.00% | +100.0% |
Q2 2015 | $3,116,000 | -0.2% | 30,061 | +7.6% | 0.00% | 0.0% |
Q1 2015 | $3,122,000 | -28.6% | 27,939 | -24.4% | 0.00% | -33.3% |
Q4 2014 | $4,370,000 | – | 36,947 | – | 0.00% | – |
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% |