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 | $5,399,850 | +18.7% | 73,385 | +31.9% | 0.01% | 0.0% |
| Q2 2023 | $4,548,144 | -7.6% | 55,637 | -5.3% | 0.01% | -11.1% |
| Q1 2023 | $4,921,577 | +15.1% | 58,763 | +19.0% | 0.01% | 0.0% |
| Q4 2022 | $4,275,343 | -3.2% | 49,399 | -9.2% | 0.01% | -10.0% |
| Q3 2022 | $4,416,000 | -4.5% | 54,423 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $4,625,000 | -4.9% | 54,000 | +0.4% | 0.01% | +11.1% |
| Q1 2022 | $4,864,000 | -1.2% | 53,803 | -3.3% | 0.01% | 0.0% |
| Q4 2021 | $4,923,000 | +3.2% | 55,664 | -7.9% | 0.01% | -10.0% |
| Q3 2021 | $4,769,000 | +0.7% | 60,414 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $4,735,000 | -8.4% | 60,303 | -7.2% | 0.01% | -16.7% |
| Q1 2021 | $5,167,000 | +4.2% | 64,957 | +1.6% | 0.01% | -7.7% |
| Q4 2020 | $4,961,000 | +15.4% | 63,910 | +116.9% | 0.01% | 0.0% |
| Q3 2020 | $4,299,000 | +24.2% | 29,467 | +19.4% | 0.01% | +8.3% |
| Q2 2020 | $3,460,000 | -31.1% | 24,674 | -44.2% | 0.01% | -42.9% |
| Q1 2020 | $5,022,000 | – | 44,189 | – | 0.02% | – |
Download | ||||||
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% |