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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,117 | -2.3% | 2,558 | 0.0% | 0.03% | -8.8% |
| Q1 2023 | $214,130 | -3.3% | 2,558 | 0.0% | 0.03% | -5.6% |
| Q4 2022 | $221,369 | +6.4% | 2,558 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $208,000 | -5.0% | 2,558 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $219,000 | -6.0% | 2,558 | 0.0% | 0.04% | +9.1% |
| Q1 2022 | $233,000 | +3.1% | 2,558 | 0.0% | 0.03% | +13.8% |
| Q4 2021 | $226,000 | +11.9% | 2,558 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $202,000 | +0.5% | 2,558 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $201,000 | -1.5% | 2,558 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $204,000 | -1.4% | 2,558 | +100.0% | 0.03% | -24.4% |
| Q4 2019 | $207,000 | -0.5% | 1,279 | 0.0% | 0.04% | -8.9% |
| Q3 2019 | $208,000 | -15.8% | 1,279 | -23.8% | 0.04% | -21.1% |
| Q1 2019 | $247,000 | +43.6% | 1,679 | +31.3% | 0.06% | -19.7% |
| Q4 2018 | $172,000 | +0.6% | 1,279 | 0.0% | 0.07% | +16.4% |
| Q3 2018 | $171,000 | +1.2% | 1,279 | 0.0% | 0.06% | -4.7% |
| Q2 2018 | $169,000 | +3.7% | 1,279 | 0.0% | 0.06% | +4.9% |
| Q1 2018 | $163,000 | -4.1% | 1,279 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $170,000 | 0.0% | 1,279 | 0.0% | 0.06% | -3.2% |
| Q3 2017 | $170,000 | +2.4% | 1,279 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $166,000 | – | 1,279 | – | 0.06% | – |
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% |