ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |