ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 188 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,238 | -10.5% | 11,365 | -0.6% | 0.07% | -6.3% |
| Q2 2023 | $934,568 | -2.3% | 11,432 | 0.0% | 0.08% | -3.7% |
| Q1 2023 | $956,973 | -8.1% | 11,432 | -5.0% | 0.08% | -7.9% |
| Q4 2022 | $1,041,251 | +6.6% | 12,032 | -0.0% | 0.09% | -2.2% |
| Q3 2022 | $977,000 | -5.1% | 12,036 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $1,030,000 | -8.0% | 12,036 | -2.1% | 0.09% | +7.1% |
| Q1 2022 | $1,119,000 | +2.9% | 12,296 | 0.0% | 0.08% | +10.5% |
| Q4 2021 | $1,087,000 | +5.2% | 12,296 | -6.1% | 0.08% | +1.3% |
| Q3 2021 | $1,033,000 | -2.3% | 13,096 | -2.7% | 0.08% | -1.3% |
| Q2 2021 | $1,057,000 | -1.3% | 13,456 | 0.0% | 0.08% | -6.2% |
| Q1 2021 | $1,071,000 | -0.5% | 13,456 | -2.9% | 0.08% | -4.7% |
| Q4 2020 | $1,076,000 | +5.7% | 13,856 | +98.9% | 0.08% | +1.2% |
| Q3 2020 | $1,018,000 | +3.9% | 6,968 | -0.4% | 0.08% | +3.7% |
| Q2 2020 | $980,000 | 0.0% | 6,993 | -1.4% | 0.08% | -4.7% |
| Q1 2020 | $980,000 | -8.6% | 7,093 | +7.2% | 0.08% | -11.5% |
| Q4 2019 | $1,072,000 | -0.5% | 6,618 | 0.0% | 0.10% | -9.4% |
| Q3 2019 | $1,077,000 | +7.9% | 6,618 | 0.0% | 0.11% | +9.3% |
| Q2 2019 | $998,000 | +2.4% | 6,618 | 0.0% | 0.10% | +2.1% |
| Q1 2019 | $975,000 | +15.2% | 6,618 | +5.0% | 0.10% | 0.0% |
| Q4 2018 | $846,000 | +2.1% | 6,305 | +1.9% | 0.10% | +15.9% |
| Q3 2018 | $829,000 | +1.2% | 6,188 | -0.3% | 0.08% | +10.8% |
| Q2 2018 | $819,000 | +2.4% | 6,208 | -1.0% | 0.07% | +2.8% |
| Q1 2018 | $800,000 | -6.2% | 6,273 | -2.3% | 0.07% | -16.3% |
| Q4 2017 | $853,000 | +2.8% | 6,423 | +2.8% | 0.09% | 0.0% |
| Q3 2017 | $830,000 | -0.7% | 6,246 | -2.8% | 0.09% | -8.5% |
| Q2 2017 | $836,000 | +1.3% | 6,426 | 0.0% | 0.09% | +3.3% |
| Q1 2017 | $825,000 | – | 6,426 | – | 0.09% | – |
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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% |