ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,914 | -10.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,569 | -2.3% | 325 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $27,206 | -3.3% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,126 | +4.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $27,000 | -3.6% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -6.7% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | +3.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +11.5% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | 0.0% | 325 | -76.1% | 0.01% | -12.5% |
| Q1 2021 | $26,000 | -58.7% | 1,359 | +216.0% | 0.01% | -65.2% |
| Q3 2020 | $63,000 | -12.5% | 430 | -16.0% | 0.02% | -17.9% |
| Q2 2020 | $72,000 | -31.4% | 512 | -32.8% | 0.03% | -40.4% |
| Q1 2020 | $105,000 | -36.0% | 762 | -24.5% | 0.05% | -32.9% |
| Q4 2019 | $164,000 | – | 1,009 | – | 0.07% | – |
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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% |