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 | $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 | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |