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 | $1,298,526 | -23.6% | 17,648 | -15.1% | 0.01% | -26.3% |
| Q2 2023 | $1,699,709 | -6.7% | 20,792 | -4.4% | 0.02% | -17.4% |
| Q1 2023 | $1,822,432 | +619.6% | 21,742 | -4.5% | 0.02% | +228.6% |
| Q4 2022 | $253,251 | -85.6% | 22,756 | +4.8% | 0.01% | -75.9% |
| Q3 2022 | $1,762,000 | -4.7% | 21,712 | +0.6% | 0.03% | -6.5% |
| Q2 2022 | $1,848,000 | +0.2% | 21,581 | +6.5% | 0.03% | +3.3% |
| Q1 2022 | $1,844,000 | +1.5% | 20,270 | -1.3% | 0.03% | +11.1% |
| Q4 2021 | $1,816,000 | +24.9% | 20,529 | +11.4% | 0.03% | -25.0% |
| Q3 2021 | $1,454,000 | -4.6% | 18,421 | -5.1% | 0.04% | -12.2% |
| Q2 2021 | $1,524,000 | -6.4% | 19,408 | -5.1% | 0.04% | -14.6% |
| Q1 2021 | $1,628,000 | -6.8% | 20,456 | -9.1% | 0.05% | -15.8% |
| Q4 2020 | $1,746,000 | -2.0% | 22,499 | +84.4% | 0.06% | -8.1% |
| Q3 2020 | $1,781,000 | -10.8% | 12,200 | -14.3% | 0.06% | -20.5% |
| Q2 2020 | $1,997,000 | +2.4% | 14,243 | +0.8% | 0.08% | -17.0% |
| Q1 2020 | $1,951,000 | -9.2% | 14,131 | +6.5% | 0.09% | +10.6% |
| Q4 2019 | $2,149,000 | +10.7% | 13,266 | +11.3% | 0.08% | -1.2% |
| Q3 2019 | $1,941,000 | +14.7% | 11,921 | +6.3% | 0.09% | -17.3% |
| Q2 2019 | $1,692,000 | +2.4% | 11,219 | -0.0% | 0.10% | -2.8% |
| Q1 2019 | $1,653,000 | +53.8% | 11,224 | +40.1% | 0.11% | +55.1% |
| Q4 2018 | $1,075,000 | +242.4% | 8,009 | +241.7% | 0.07% | +187.5% |
| Q3 2018 | $314,000 | – | 2,344 | – | 0.02% | – |
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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% |