ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,860 | -29.1% | 5,380 | -21.3% | 0.01% | -25.0% |
| Q2 2023 | $558,516 | -74.7% | 6,832 | -74.1% | 0.01% | -77.1% |
| Q1 2023 | $2,206,428 | +1.7% | 26,358 | +5.1% | 0.04% | -5.4% |
| Q4 2022 | $2,169,471 | +7.8% | 25,069 | +1.0% | 0.04% | -2.6% |
| Q3 2022 | $2,013,000 | -2.6% | 24,815 | +2.8% | 0.04% | 0.0% |
| Q2 2022 | $2,066,000 | -8.0% | 24,134 | -2.2% | 0.04% | +8.6% |
| Q1 2022 | $2,246,000 | -42.6% | 24,679 | -44.2% | 0.04% | -40.7% |
| Q4 2021 | $3,912,000 | +12.3% | 44,238 | +0.2% | 0.06% | -1.7% |
| Q3 2021 | $3,484,000 | +4.7% | 44,134 | +4.1% | 0.06% | +7.1% |
| Q2 2021 | $3,328,000 | -99.9% | 42,398 | -45.6% | 0.06% | +3.7% |
| Q1 2021 | $6,200,110,000 | +265088.6% | 77,930 | +158.7% | 0.05% | +5.9% |
| Q4 2020 | $2,338,000 | +5.8% | 30,128 | +99.0% | 0.05% | -8.9% |
| Q3 2020 | $2,210,000 | +494.1% | 15,137 | +469.9% | 0.06% | +409.1% |
| Q2 2020 | $372,000 | -33.1% | 2,656 | -34.1% | 0.01% | -45.0% |
| Q1 2020 | $556,000 | +40.1% | 4,028 | +64.0% | 0.02% | +66.7% |
| Q4 2019 | $397,000 | +93.7% | 2,456 | +94.9% | 0.01% | +71.4% |
| Q3 2019 | $205,000 | +8.5% | 1,260 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $189,000 | +47.7% | 1,260 | +32.1% | 0.01% | +16.7% |
| Q3 2018 | $128,000 | +220.0% | 954 | +213.8% | 0.01% | +200.0% |
| Q2 2018 | $40,000 | +5.3% | 304 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $38,000 | – | 304 | +7500.0% | 0.00% | – |
| Q4 2017 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 4 | – | 0.00% | – |
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% |