ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,823 | +59.8% | 5,501 | +77.6% | 0.01% | +50.0% |
| Q2 2023 | $253,328 | -22.3% | 3,098 | -18.5% | 0.01% | -25.0% |
| Q2 2022 | $326,000 | -9.9% | 3,803 | -4.3% | 0.01% | 0.0% |
| Q1 2022 | $362,000 | -4.7% | 3,973 | -7.6% | 0.01% | 0.0% |
| Q4 2021 | $380,000 | +39.2% | 4,298 | +24.5% | 0.01% | +14.3% |
| Q3 2021 | $273,000 | 0.0% | 3,453 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | -0.7% | 3,480 | +0.8% | 0.01% | -12.5% |
| Q1 2021 | $275,000 | +0.7% | 3,451 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $273,000 | -2.8% | 3,514 | +82.7% | 0.01% | -11.1% |
| Q3 2020 | $281,000 | +5.2% | 1,923 | +0.8% | 0.01% | -10.0% |
| Q2 2020 | $267,000 | -0.4% | 1,907 | -1.9% | 0.01% | -16.7% |
| Q1 2020 | $268,000 | -30.9% | 1,943 | -18.8% | 0.01% | -20.0% |
| Q4 2019 | $388,000 | +2.9% | 2,392 | +3.5% | 0.02% | -6.2% |
| Q3 2019 | $377,000 | +7.1% | 2,312 | -1.1% | 0.02% | +6.7% |
| Q2 2019 | $352,000 | +2.3% | 2,337 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $344,000 | +23.3% | 2,337 | +12.5% | 0.02% | +7.1% |
| Q4 2018 | $279,000 | 0.0% | 2,078 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $279,000 | -10.3% | 2,078 | -11.9% | 0.01% | -14.3% |
| Q2 2018 | $311,000 | +18.7% | 2,359 | +15.0% | 0.01% | +27.3% |
| Q1 2018 | $262,000 | +22.4% | 2,052 | +27.1% | 0.01% | +10.0% |
| Q4 2017 | $214,000 | -51.1% | 1,614 | -51.0% | 0.01% | -52.4% |
| Q3 2017 | $438,000 | +33.1% | 3,297 | +30.4% | 0.02% | +23.5% |
| Q2 2017 | $329,000 | +46.9% | 2,529 | +44.7% | 0.02% | +30.8% |
| Q1 2017 | $224,000 | -15.5% | 1,748 | -13.3% | 0.01% | -35.0% |
| Q2 2016 | $265,000 | -1.1% | 2,016 | -16.4% | 0.02% | -37.5% |
| Q1 2015 | $268,000 | – | 2,412 | – | 0.03% | – |
Download | ||||||
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% |