ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,948,987 | +205.3% | 26,488 | +239.2% | 0.13% | +186.7% |
Q2 2023 | $638,304 | +1.0% | 7,808 | +3.4% | 0.04% | -8.2% |
Q1 2023 | $632,262 | -19.3% | 7,553 | -16.5% | 0.05% | -24.6% |
Q4 2022 | $783,187 | +8.3% | 9,050 | +1.6% | 0.06% | -14.5% |
Q3 2022 | $723,000 | -16.2% | 8,909 | -11.6% | 0.08% | -2.6% |
Q2 2022 | $863,000 | – | 10,079 | – | 0.08% | – |
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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% |