ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $648,573 | -5.0% | 7,748 | -1.7% | 0.04% | -14.6% |
| Q4 2022 | $682,401 | +0.5% | 7,885 | -5.7% | 0.04% | -10.9% |
| Q3 2022 | $679,000 | -14.1% | 8,365 | -9.3% | 0.05% | -13.2% |
| Q2 2022 | $790,000 | -6.1% | 9,226 | -0.1% | 0.05% | +3.9% |
| Q1 2022 | $841,000 | +2.9% | 9,239 | +0.1% | 0.05% | 0.0% |
| Q4 2021 | $817,000 | -4.2% | 9,232 | -14.6% | 0.05% | -12.1% |
| Q3 2021 | $853,000 | -11.9% | 10,806 | -12.3% | 0.06% | -17.1% |
| Q2 2021 | $968,000 | -39.7% | 12,326 | -38.9% | 0.07% | -48.9% |
| Q1 2021 | $1,606,000 | +65.1% | 20,180 | +60.9% | 0.14% | +57.5% |
| Q4 2020 | $973,000 | -31.1% | 12,545 | +25.1% | 0.09% | -9.4% |
| Q3 2020 | $1,413,000 | +184.3% | 10,029 | +182.9% | 0.10% | +50.0% |
| Q2 2020 | $497,000 | -44.2% | 3,545 | -45.0% | 0.06% | -59.0% |
| Q1 2020 | $890,000 | -19.5% | 6,446 | -5.6% | 0.16% | +11.4% |
| Q4 2019 | $1,106,000 | -1.1% | 6,826 | -0.6% | 0.14% | -22.7% |
| Q3 2019 | $1,118,000 | +1.7% | 6,864 | -5.8% | 0.18% | -16.2% |
| Q2 2019 | $1,099,000 | +11.1% | 7,286 | -1.1% | 0.22% | -13.9% |
| Q4 2018 | $989,000 | +1.0% | 7,369 | +0.9% | 0.25% | +61.9% |
| Q3 2018 | $979,000 | +254.7% | 7,305 | +248.9% | 0.16% | +101.3% |
| Q2 2018 | $276,000 | -31.3% | 2,094 | -33.6% | 0.08% | -34.2% |
| Q1 2018 | $402,000 | -75.2% | 3,152 | -74.2% | 0.12% | -67.0% |
| Q4 2017 | $1,622,000 | +27.2% | 12,204 | +27.3% | 0.36% | +19.1% |
| Q3 2017 | $1,275,000 | – | 9,589 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |