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 | $204,185 | -10.0% | 2,775 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $226,856 | -2.3% | 2,775 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $232,295 | -3.3% | 2,775 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $240,149 | +6.7% | 2,775 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $225,000 | -11.8% | 2,775 | -6.7% | 0.03% | -3.1% |
| Q2 2022 | $255,000 | -8.3% | 2,975 | -2.5% | 0.03% | +10.3% |
| Q1 2022 | $278,000 | -7.6% | 3,050 | -10.3% | 0.03% | -9.4% |
| Q4 2021 | $301,000 | +12.3% | 3,400 | 0.0% | 0.03% | +10.3% |
| Q3 2021 | $268,000 | -1.1% | 3,400 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $271,000 | -3.9% | 3,400 | -6.6% | 0.03% | -26.3% |
| Q4 2020 | $282,000 | +6.0% | 3,640 | +100.0% | 0.04% | -11.6% |
| Q3 2020 | $266,000 | +4.3% | 1,820 | 0.0% | 0.04% | +7.5% |
| Q2 2020 | $255,000 | +1.6% | 1,820 | 0.0% | 0.04% | -11.1% |
| Q1 2020 | $251,000 | -23.2% | 1,820 | -9.9% | 0.04% | +28.6% |
| Q4 2019 | $327,000 | -0.6% | 2,020 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $329,000 | +7.9% | 2,020 | 0.0% | 0.04% | +16.7% |
| Q2 2019 | $305,000 | +2.3% | 2,020 | 0.0% | 0.03% | +11.1% |
| Q1 2019 | $298,000 | +10.0% | 2,020 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $271,000 | 0.0% | 2,020 | 0.0% | 0.03% | +42.1% |
| Q3 2018 | $271,000 | +1.5% | 2,020 | 0.0% | 0.02% | +5.6% |
| Q2 2018 | $267,000 | +3.9% | 2,020 | 0.0% | 0.02% | +5.9% |
| Q1 2018 | $257,000 | -4.1% | 2,020 | 0.0% | 0.02% | +6.2% |
| Q4 2017 | $268,000 | 0.0% | 2,020 | 0.0% | 0.02% | +14.3% |
| Q3 2017 | $268,000 | -0.7% | 2,020 | -2.7% | 0.01% | +7.7% |
| Q2 2017 | $270,000 | -10.0% | 2,075 | -11.3% | 0.01% | -7.1% |
| Q1 2017 | $300,000 | – | 2,340 | – | 0.01% | – |
Download | ||||||
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% |