ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,875 | -2.3% | 500 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $41,855 | -3.3% | 500 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $43,270 | +5.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $41,000 | -4.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -6.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $46,000 | +4.5% | 500 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $44,000 | +12.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $39,000 | -53.0% | 500 | -52.9% | 0.01% | -57.1% |
| Q2 2021 | $83,000 | -1.2% | 1,062 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $84,000 | – | 1,062 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |