ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 190 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $224,269 | +11.6% | 2,552 | +1.5% | 0.02% | -10.0% |
| Q4 2023 | $200,945 | -37.5% | 2,514 | -42.4% | 0.02% | -45.9% |
| Q3 2023 | $321,400 | -47.4% | 4,368 | -41.6% | 0.04% | -46.4% |
| Q2 2023 | $611,554 | -7.6% | 7,481 | -5.4% | 0.07% | -18.8% |
| Q1 2023 | $662,010 | +0.6% | 7,908 | +4.0% | 0.08% | -6.6% |
| Q4 2022 | $658,280 | +12.0% | 7,606 | +4.9% | 0.09% | +4.6% |
| Q3 2022 | $588,000 | -6.7% | 7,252 | -1.4% | 0.09% | -1.1% |
| Q2 2022 | $630,000 | -5.3% | 7,354 | +0.7% | 0.09% | +6.0% |
| Q1 2022 | $665,000 | +2.8% | 7,305 | -0.2% | 0.08% | +5.1% |
| Q4 2021 | $647,000 | +3.0% | 7,321 | -8.0% | 0.08% | -8.1% |
| Q3 2021 | $628,000 | +9.0% | 7,954 | +8.5% | 0.09% | -21.1% |
| Q2 2021 | $576,000 | -2.0% | 7,332 | -1.3% | 0.11% | -8.4% |
| Q1 2021 | $588,000 | 0.0% | 7,431 | -2.0% | 0.12% | -13.8% |
| Q4 2020 | $588,000 | +4.4% | 7,582 | +96.9% | 0.14% | -9.8% |
| Q3 2020 | $563,000 | +4.1% | 3,851 | -0.6% | 0.15% | -5.6% |
| Q2 2020 | $541,000 | -2.3% | 3,873 | -3.5% | 0.16% | -19.4% |
| Q1 2020 | $554,000 | -19.0% | 4,014 | -4.9% | 0.20% | +3.6% |
| Q4 2019 | $684,000 | -4.1% | 4,223 | -3.3% | 0.19% | -11.8% |
| Q3 2019 | $713,000 | – | 4,369 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |