ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |