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 | $23,758 | +91276.9% | 320 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $26 | -3.7% | 320 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $27 | -3.6% | 320 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $28 | -99.9% | 320 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $26,000 | -3.7% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -6.9% | 320 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $29,000 | +3.6% | 320 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $28,000 | +12.0% | 320 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $25,000 | -7.4% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +8.0% | 320 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $25,000 | 0.0% | 320 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $25,000 | 0.0% | 320 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 160 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | -4.3% | 160 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $23,000 | -11.5% | 160 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $26,000 | 0.0% | 160 | 0.0% | 0.02% | -10.5% |
| Q3 2019 | $26,000 | +8.3% | 160 | 0.0% | 0.02% | +11.8% |
| Q2 2019 | $24,000 | 0.0% | 160 | 0.0% | 0.02% | -10.5% |
| Q1 2019 | $24,000 | +14.3% | 160 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $21,000 | -4.5% | 160 | 0.0% | 0.02% | +20.0% |
| Q3 2018 | $22,000 | +4.8% | 160 | 0.0% | 0.02% | +15.4% |
| Q2 2018 | $21,000 | +5.0% | 160 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $20,000 | -4.8% | 160 | 0.0% | 0.01% | -17.6% |
| Q4 2017 | $21,000 | – | 160 | – | 0.02% | – |
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% |