ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $707,913 | -10.0% | 9,621 | 0.0% | 0.06% | -9.7% |
| Q2 2023 | $786,517 | -2.3% | 9,621 | 0.0% | 0.07% | -10.0% |
| Q1 2023 | $805,374 | -3.3% | 9,621 | 0.0% | 0.08% | -11.1% |
| Q4 2022 | $832,601 | +6.6% | 9,621 | 0.0% | 0.09% | -2.2% |
| Q3 2022 | $781,000 | -5.2% | 9,621 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $824,000 | -5.9% | 9,621 | 0.0% | 0.09% | +7.1% |
| Q1 2022 | $876,000 | +2.1% | 9,621 | -0.8% | 0.08% | +11.8% |
| Q4 2021 | $858,000 | +12.5% | 9,701 | 0.0% | 0.08% | -2.6% |
| Q3 2021 | $763,000 | +0.1% | 9,701 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $762,000 | +0.1% | 9,701 | +1.4% | 0.08% | -29.5% |
| Q1 2021 | $761,000 | +2.6% | 9,564 | 0.0% | 0.11% | -5.1% |
| Q4 2020 | $742,000 | +6.3% | 9,564 | +100.0% | 0.12% | -6.3% |
| Q3 2020 | $698,000 | +4.2% | 4,782 | 0.0% | 0.13% | -5.3% |
| Q2 2020 | $670,000 | +0.6% | 4,782 | -0.8% | 0.13% | -16.4% |
| Q1 2020 | $666,000 | -55.4% | 4,820 | -47.7% | 0.16% | -45.9% |
| Q4 2019 | $1,494,000 | -5.6% | 9,220 | -5.1% | 0.29% | -9.5% |
| Q3 2019 | $1,583,000 | +7.5% | 9,720 | -0.4% | 0.32% | +9.4% |
| Q2 2019 | $1,472,000 | +2.4% | 9,760 | 0.0% | 0.30% | 0.0% |
| Q1 2019 | $1,438,000 | +11.6% | 9,760 | +1.7% | 0.30% | +1.0% |
| Q4 2018 | $1,289,000 | -0.5% | 9,600 | -0.7% | 0.29% | +11.8% |
| Q3 2018 | $1,296,000 | +1.6% | 9,670 | +0.0% | 0.26% | +4.0% |
| Q2 2018 | $1,276,000 | +3.6% | 9,669 | 0.0% | 0.25% | 0.0% |
| Q1 2018 | $1,232,000 | -23.2% | 9,669 | -19.9% | 0.25% | -22.2% |
| Q4 2017 | $1,604,000 | -0.1% | 12,075 | +0.0% | 0.32% | -5.2% |
| Q3 2017 | $1,605,000 | +2.2% | 12,074 | 0.0% | 0.34% | -5.0% |
| Q2 2017 | $1,570,000 | +1.3% | 12,074 | 0.0% | 0.36% | -5.7% |
| Q1 2017 | $1,550,000 | +5.4% | 12,074 | +0.0% | 0.38% | -6.4% |
| Q4 2016 | $1,471,000 | -16.7% | 12,073 | -16.2% | 0.41% | -18.7% |
| Q3 2016 | $1,765,000 | -8.8% | 14,399 | -2.3% | 0.50% | -14.0% |
| Q2 2016 | $1,935,000 | +6.1% | 14,744 | 0.0% | 0.58% | -6.2% |
| Q1 2016 | $1,823,000 | +14.6% | 14,744 | +0.0% | 0.62% | +7.6% |
| Q4 2015 | $1,591,000 | +0.1% | 14,742 | +0.0% | 0.58% | -2.8% |
| Q3 2015 | $1,590,000 | +4.1% | 14,741 | 0.0% | 0.60% | +12.0% |
| Q2 2015 | $1,528,000 | -7.5% | 14,741 | -0.2% | 0.53% | -9.8% |
| Q1 2015 | $1,651,000 | -13.2% | 14,770 | -8.2% | 0.59% | -15.9% |
| Q4 2014 | $1,903,000 | +34.6% | 16,090 | +19.8% | 0.70% | +22.0% |
| Q3 2014 | $1,414,000 | -13.0% | 13,433 | -8.0% | 0.58% | -8.4% |
| Q2 2014 | $1,626,000 | +36.5% | 14,602 | +27.7% | 0.63% | +20.3% |
| Q1 2014 | $1,191,000 | +8.8% | 11,432 | 0.0% | 0.52% | +7.2% |
| Q4 2013 | $1,095,000 | – | 11,432 | – | 0.49% | – |
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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% |