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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |