ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $309,727 | -3.3% | 3,700 | 0.0% | 0.04% | -9.5% |
| Q4 2022 | $320,198 | +6.7% | 3,700 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $300,000 | -5.4% | 3,700 | 0.0% | 0.04% | -4.7% |
| Q2 2022 | $317,000 | -5.9% | 3,700 | 0.0% | 0.04% | +10.3% |
| Q1 2022 | $337,000 | +3.1% | 3,700 | 0.0% | 0.04% | +8.3% |
| Q4 2021 | $327,000 | +7.9% | 3,700 | -3.6% | 0.04% | +2.9% |
| Q3 2021 | $303,000 | +0.7% | 3,840 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $301,000 | -1.6% | 3,840 | 0.0% | 0.04% | -7.9% |
| Q1 2021 | $306,000 | -14.0% | 3,840 | -16.3% | 0.04% | -19.1% |
| Q4 2020 | $356,000 | +6.3% | 4,590 | +100.0% | 0.05% | -11.3% |
| Q3 2020 | $335,000 | +4.0% | 2,295 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $322,000 | +1.6% | 2,295 | 0.0% | 0.05% | -20.6% |
| Q1 2020 | $317,000 | -14.8% | 2,295 | 0.0% | 0.07% | +9.7% |
| Q4 2019 | $372,000 | -15.3% | 2,295 | -14.8% | 0.06% | -20.5% |
| Q3 2019 | $439,000 | +8.1% | 2,695 | 0.0% | 0.08% | +5.4% |
| Q2 2019 | $406,000 | +2.3% | 2,695 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $397,000 | +9.7% | 2,695 | 0.0% | 0.07% | -6.3% |
| Q4 2018 | $362,000 | +0.3% | 2,695 | 0.0% | 0.08% | +12.9% |
| Q3 2018 | $361,000 | +1.4% | 2,695 | 0.0% | 0.07% | -4.1% |
| Q2 2018 | $356,000 | +3.8% | 2,695 | 0.0% | 0.07% | +2.8% |
| Q1 2018 | $343,000 | – | 2,695 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |