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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $241,051 | -19.6% | 2,785 | -24.8% | 0.08% | -21.5% |
| Q3 2022 | $300,000 | -26.8% | 3,703 | -22.7% | 0.11% | -24.1% |
| Q2 2022 | $410,000 | -14.6% | 4,788 | -9.2% | 0.14% | -1.4% |
| Q1 2022 | $480,000 | -27.3% | 5,275 | -29.3% | 0.14% | -14.9% |
| Q4 2021 | $660,000 | +9.5% | 7,458 | -2.3% | 0.17% | +15.1% |
| Q3 2021 | $603,000 | +1.0% | 7,633 | +0.4% | 0.15% | +8.1% |
| Q2 2021 | $597,000 | -6.0% | 7,605 | -4.7% | 0.14% | -22.4% |
| Q1 2021 | $635,000 | -29.8% | 7,976 | -31.6% | 0.17% | -35.8% |
| Q4 2020 | $905,000 | -3.8% | 11,666 | +81.0% | 0.27% | -23.9% |
| Q3 2020 | $941,000 | +66.5% | 6,446 | +60.0% | 0.36% | +62.6% |
| Q2 2020 | $565,000 | – | 4,029 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |