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 | $402,406 | -9.7% | 5,469 | +0.3% | 0.02% | -5.9% |
| Q2 2023 | $445,535 | -2.6% | 5,450 | -0.3% | 0.02% | -10.5% |
| Q1 2023 | $457,529 | -9.8% | 5,466 | -6.8% | 0.02% | -17.4% |
| Q4 2022 | $507,515 | -6.5% | 5,865 | -12.3% | 0.02% | -17.9% |
| Q3 2022 | $543,000 | -9.5% | 6,688 | -4.6% | 0.03% | -30.0% |
| Q2 2022 | $600,000 | -4.5% | 7,013 | +1.6% | 0.04% | +14.3% |
| Q1 2022 | $628,000 | -16.4% | 6,905 | -18.7% | 0.04% | -12.5% |
| Q4 2021 | $751,000 | +31.3% | 8,492 | +17.3% | 0.04% | +17.6% |
| Q3 2021 | $572,000 | -3.5% | 7,241 | -4.1% | 0.03% | -2.9% |
| Q2 2021 | $593,000 | -16.4% | 7,553 | -15.3% | 0.04% | -28.6% |
| Q1 2021 | $709,000 | -3.0% | 8,914 | -5.3% | 0.05% | -9.3% |
| Q4 2020 | $731,000 | +6.6% | 9,416 | +100.3% | 0.05% | -8.5% |
| Q3 2020 | $686,000 | +3.9% | 4,700 | -0.2% | 0.06% | -9.2% |
| Q2 2020 | $660,000 | +5.8% | 4,710 | +4.2% | 0.06% | -23.5% |
| Q1 2020 | $624,000 | +132.0% | 4,520 | +172.0% | 0.08% | +193.1% |
| Q4 2019 | $269,000 | +21.7% | 1,662 | +22.3% | 0.03% | 0.0% |
| Q3 2019 | $221,000 | +7.8% | 1,359 | -0.1% | 0.03% | +7.4% |
| Q2 2019 | $205,000 | – | 1,361 | – | 0.03% | – |
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% |