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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,283 | -2.3% | 2,927 | 0.0% | 0.03% | -10.0% |
| Q1 2023 | $245,020 | -3.3% | 2,927 | -0.0% | 0.03% | -3.2% |
| Q4 2022 | $253,389 | +6.5% | 2,928 | 0.0% | 0.03% | -3.1% |
| Q3 2022 | $238,000 | -5.2% | 2,928 | 0.0% | 0.03% | +3.2% |
| Q2 2022 | $251,000 | -5.6% | 2,928 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $266,000 | +2.7% | 2,928 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $259,000 | +12.1% | 2,928 | -0.1% | 0.03% | +8.0% |
| Q3 2021 | $231,000 | +10.0% | 2,931 | +9.3% | 0.02% | +8.7% |
| Q2 2021 | $210,000 | -3.7% | 2,681 | -2.2% | 0.02% | -11.5% |
| Q1 2021 | $218,000 | +1.4% | 2,741 | -1.3% | 0.03% | -13.3% |
| Q4 2020 | $215,000 | +2.9% | 2,776 | +94.4% | 0.03% | -11.8% |
| Q3 2020 | $209,000 | -6.3% | 1,428 | -10.4% | 0.03% | -12.8% |
| Q2 2020 | $223,000 | -9.0% | 1,593 | -10.3% | 0.04% | -22.0% |
| Q1 2020 | $245,000 | -11.6% | 1,775 | +3.8% | 0.05% | -29.6% |
| Q4 2019 | $277,000 | +1.1% | 1,710 | +1.8% | 0.07% | +1.4% |
| Q3 2019 | $274,000 | +5.0% | 1,680 | -2.9% | 0.07% | -1.4% |
| Q2 2019 | $261,000 | +4.0% | 1,730 | +1.5% | 0.07% | -2.7% |
| Q1 2019 | $251,000 | +28.7% | 1,705 | +17.2% | 0.07% | +9.0% |
| Q4 2018 | $195,000 | 0.0% | 1,455 | 0.0% | 0.07% | +6.3% |
| Q3 2018 | $195,000 | +10.2% | 1,455 | +8.2% | 0.06% | +5.0% |
| Q2 2018 | $177,000 | +3.5% | 1,345 | 0.0% | 0.06% | -6.2% |
| Q1 2018 | $171,000 | -30.5% | 1,345 | -27.3% | 0.06% | -41.8% |
| Q4 2017 | $246,000 | -1.2% | 1,850 | -1.3% | 0.11% | -10.6% |
| Q3 2017 | $249,000 | +2.0% | 1,875 | 0.0% | 0.12% | +15.0% |
| Q2 2017 | $244,000 | – | 1,875 | – | 0.11% | – |
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% |