ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - 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% | – |
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% |