ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,935 | -72.0% | 638 | -60.1% | 0.00% | -50.0% |
| Q2 2023 | $167,584 | +13.5% | 1,600 | +38.4% | 0.00% | -33.3% |
| Q1 2023 | $147,642 | +101024.7% | 1,156 | +2.9% | 0.01% | +50.0% |
| Q4 2022 | $146 | -99.9% | 1,123 | -19.2% | 0.00% | -20.0% |
| Q3 2022 | $184,000 | +41.5% | 1,390 | +37.8% | 0.01% | +25.0% |
| Q2 2022 | $130,000 | -10.3% | 1,009 | -10.6% | 0.00% | +100.0% |
| Q1 2022 | $145,000 | +1350.0% | 1,129 | +840.8% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | +11.1% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | -10.0% | 120 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | -78.7% | 120 | -79.9% | 0.00% | -100.0% |
| Q4 2020 | $47,000 | -62.1% | 597 | -30.0% | 0.00% | -71.4% |
| Q3 2020 | $124,000 | +0.8% | 853 | -5.5% | 0.01% | -30.0% |
| Q2 2020 | $123,000 | -94.7% | 903 | -94.6% | 0.01% | -95.7% |
| Q1 2020 | $2,308,000 | -11.1% | 16,769 | +4.1% | 0.23% | +19.5% |
| Q4 2019 | $2,596,000 | -1.6% | 16,103 | -0.5% | 0.20% | +10.2% |
| Q3 2019 | $2,637,000 | +65825.0% | 16,188 | +64652.0% | 0.18% | +17600.0% |
| Q1 2019 | $4,000 | -97.0% | 25 | -97.5% | 0.00% | -87.5% |
| Q4 2018 | $133,000 | -10.7% | 996 | -10.6% | 0.01% | +33.3% |
| Q3 2018 | $149,000 | -31.7% | 1,114 | -32.5% | 0.01% | -33.3% |
| Q2 2018 | $218,000 | -64.8% | 1,650 | -64.6% | 0.01% | -67.9% |
| Q1 2018 | $619,000 | 0.0% | 4,657 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $619,000 | -44.7% | 4,657 | -44.7% | 0.03% | -36.4% |
| Q3 2017 | $1,120,000 | -21.6% | 8,425 | -23.3% | 0.04% | -27.9% |
| Q2 2017 | $1,428,000 | +211.1% | 10,982 | +207.4% | 0.06% | +205.0% |
| Q1 2017 | $459,000 | +6.0% | 3,572 | +0.4% | 0.02% | -4.8% |
| Q4 2016 | $433,000 | +96.8% | 3,558 | +98.4% | 0.02% | +90.9% |
| Q3 2016 | $220,000 | -32.5% | 1,793 | -27.8% | 0.01% | -38.9% |
| Q2 2016 | $326,000 | +8050.0% | 2,482 | +9828.0% | 0.02% | +1700.0% |
| Q1 2016 | $4,000 | -98.7% | 25 | -99.1% | 0.00% | -95.2% |
| Q4 2015 | $310,000 | – | 2,874 | – | 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% |