ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |