ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,269 | -7.9% | 3,510 | +2.3% | 0.00% | 0.0% |
| Q2 2023 | $280,416 | -7.8% | 3,430 | -5.5% | 0.00% | 0.0% |
| Q1 2023 | $303,992 | +0.3% | 3,631 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $302,996 | -7.1% | 3,501 | -13.0% | 0.00% | -33.3% |
| Q3 2022 | $326,000 | -11.2% | 4,022 | -6.1% | 0.00% | 0.0% |
| Q2 2022 | $367,000 | -56.7% | 4,282 | -54.1% | 0.00% | -50.0% |
| Q1 2022 | $848,000 | +105.3% | 9,319 | +99.6% | 0.01% | +100.0% |
| Q4 2021 | $413,000 | -15.7% | 4,668 | -24.8% | 0.00% | -25.0% |
| Q3 2021 | $490,000 | -82.3% | 6,207 | -82.4% | 0.00% | -83.3% |
| Q2 2021 | $2,771,000 | +9.4% | 35,297 | +10.8% | 0.02% | -7.7% |
| Q1 2021 | $2,534,000 | +24.6% | 31,853 | +21.6% | 0.03% | +13.0% |
| Q4 2020 | $2,033,000 | +18.1% | 26,204 | +122.4% | 0.02% | -8.0% |
| Q3 2020 | $1,721,000 | +1.4% | 11,783 | -2.7% | 0.02% | -3.8% |
| Q2 2020 | $1,698,000 | -24.0% | 12,114 | -25.1% | 0.03% | -49.0% |
| Q1 2020 | $2,233,000 | +127.9% | 16,169 | +167.3% | 0.05% | +142.9% |
| Q4 2019 | $980,000 | -62.3% | 6,050 | -62.1% | 0.02% | -72.0% |
| Q3 2019 | $2,599,000 | +841.7% | 15,961 | +771.7% | 0.08% | +837.5% |
| Q2 2019 | $276,000 | – | 1,831 | – | 0.01% | – |
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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% |