ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $162,000 | -21.4% | 1,987 | -25.3% | 0.01% | -33.3% |
| Q4 2020 | $206,000 | +44.1% | 2,660 | +172.3% | 0.01% | +28.6% |
| Q3 2020 | $143,000 | 0.0% | 977 | -4.5% | 0.01% | -12.5% |
| Q2 2020 | $143,000 | -18.3% | 1,023 | -19.2% | 0.01% | -38.5% |
| Q1 2020 | $175,000 | -17.5% | 1,266 | -3.4% | 0.01% | -18.8% |
| Q4 2019 | $212,000 | +8.2% | 1,311 | +9.2% | 0.02% | 0.0% |
| Q3 2019 | $196,000 | -75.9% | 1,201 | -78.3% | 0.02% | -82.4% |
| Q1 2019 | $813,000 | +21.9% | 5,522 | +11.2% | 0.09% | -3.2% |
| Q4 2018 | $667,000 | – | 4,966 | – | 0.09% | – |
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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% |