ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,292 | -10.0% | 5,794 | 0.0% | 0.08% | -5.7% |
| Q2 2023 | $473,626 | -3.9% | 5,794 | -0.2% | 0.09% | -42.5% |
| Q1 2023 | $492,775 | +4.7% | 5,808 | +4.0% | 0.15% | +2.0% |
| Q4 2022 | $470,843 | +4.2% | 5,583 | +0.2% | 0.15% | -15.3% |
| Q3 2022 | $452,000 | +5.1% | 5,573 | +10.9% | 0.18% | -28.3% |
| Q2 2022 | $430,000 | -7.1% | 5,023 | -1.3% | 0.25% | +4.7% |
| Q1 2022 | $463,000 | -0.6% | 5,087 | -3.5% | 0.24% | -13.2% |
| Q4 2021 | $466,000 | +12.3% | 5,270 | +0.2% | 0.27% | +43.2% |
| Q3 2021 | $415,000 | +0.7% | 5,262 | +0.2% | 0.19% | +5.6% |
| Q2 2021 | $412,000 | +0.5% | 5,251 | +2.0% | 0.18% | +2.3% |
| Q1 2021 | $410,000 | -8.9% | 5,150 | -11.1% | 0.18% | -16.2% |
| Q4 2020 | $450,000 | +6.6% | 5,793 | +100.2% | 0.21% | -15.3% |
| Q3 2020 | $422,000 | +2.2% | 2,893 | -1.8% | 0.25% | -5.0% |
| Q2 2020 | $413,000 | -0.7% | 2,946 | -2.1% | 0.26% | -13.6% |
| Q1 2020 | $416,000 | -13.2% | 3,009 | +1.8% | 0.30% | +31.9% |
| Q4 2019 | $479,000 | +22.2% | 2,955 | +22.7% | 0.23% | +5.0% |
| Q3 2019 | $392,000 | +14.0% | 2,408 | +5.5% | 0.22% | +9.0% |
| Q2 2019 | $344,000 | +54.3% | 2,283 | +50.9% | 0.20% | +46.0% |
| Q1 2019 | $223,000 | – | 1,513 | – | 0.14% | – |
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% |