ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $232,594 | +10.2% | 2,688 | +0.4% | 0.08% | +4.2% |
| Q3 2022 | $211,000 | -7.5% | 2,677 | +0.4% | 0.07% | -1.4% |
| Q2 2022 | $228,000 | -35.0% | 2,667 | +5.0% | 0.07% | -29.1% |
| Q1 2020 | $351,000 | -14.8% | 2,540 | 0.0% | 0.10% | -1.0% |
| Q4 2019 | $412,000 | -0.5% | 2,540 | 0.0% | 0.10% | -8.8% |
| Q3 2019 | $414,000 | +8.1% | 2,540 | 0.0% | 0.11% | +2.7% |
| Q2 2019 | $383,000 | +2.4% | 2,540 | 0.0% | 0.11% | -5.9% |
| Q1 2019 | $374,000 | +9.7% | 2,540 | 0.0% | 0.12% | -12.6% |
| Q4 2018 | $341,000 | 0.0% | 2,540 | 0.0% | 0.14% | +10.7% |
| Q3 2018 | $341,000 | +1.8% | 2,540 | 0.0% | 0.12% | -3.9% |
| Q2 2018 | $335,000 | -42.1% | 2,540 | -44.1% | 0.13% | -48.6% |
| Q1 2018 | $579,000 | -4.0% | 4,540 | 0.0% | 0.25% | -1.2% |
| Q4 2017 | $603,000 | – | 4,540 | – | 0.25% | – |
Download | ||||||
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% |