ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 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 | 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% |