ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 181 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,889 | -20.2% | 9,145 | -11.4% | 0.01% | -14.3% |
| Q2 2023 | $843,660 | +7.4% | 10,320 | +10.0% | 0.01% | 0.0% |
| Q1 2023 | $785,673 | -71.2% | 9,386 | -70.2% | 0.01% | -72.0% |
| Q4 2022 | $2,728,567 | +11.6% | 31,530 | +4.6% | 0.02% | -49.0% |
| Q3 2022 | $2,446,000 | +42.3% | 30,144 | +50.1% | 0.05% | +81.5% |
| Q2 2022 | $1,719,000 | -6.6% | 20,080 | -0.8% | 0.03% | +3.8% |
| Q1 2022 | $1,841,000 | +8.0% | 20,235 | +5.0% | 0.03% | +8.3% |
| Q4 2021 | $1,705,000 | +30.6% | 19,276 | +16.5% | 0.02% | +14.3% |
| Q3 2021 | $1,306,000 | -1.7% | 16,542 | -2.3% | 0.02% | 0.0% |
| Q2 2021 | $1,329,000 | -13.0% | 16,926 | -11.8% | 0.02% | -30.0% |
| Q1 2021 | $1,527,000 | -5.0% | 19,193 | -7.3% | 0.03% | -6.2% |
| Q4 2020 | $1,607,000 | +73.4% | 20,703 | +226.1% | 0.03% | -57.9% |
| Q3 2020 | $927,000 | +0.9% | 6,348 | -3.2% | 0.08% | -10.6% |
| Q2 2020 | $919,000 | +48.5% | 6,556 | +46.4% | 0.08% | +11.8% |
| Q1 2020 | $619,000 | +6.4% | 4,479 | +24.9% | 0.08% | +31.0% |
| Q4 2019 | $582,000 | -3.3% | 3,587 | -2.9% | 0.06% | -20.5% |
| Q3 2019 | $602,000 | +31.2% | 3,696 | +20.9% | 0.07% | +23.7% |
| Q2 2019 | $459,000 | -71.8% | 3,056 | -72.3% | 0.06% | -74.3% |
| Q1 2019 | $1,627,000 | +25.3% | 11,030 | +14.2% | 0.23% | +8.5% |
| Q4 2018 | $1,298,000 | +530.1% | 9,655 | +522.9% | 0.21% | +457.9% |
| Q4 2017 | $206,000 | – | 1,550 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |