ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 181 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |