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 | $18,417 | -3.3% | 220 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $19,039 | +5.8% | 220 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -5.0% | 220 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $20,000 | +5.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 220 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $17,000 | 0.0% | 220 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $17,000 | -5.6% | 220 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $18,000 | +5.9% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 220 | +100.0% | 0.01% | -9.1% |
| Q3 2020 | $16,000 | +6.7% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | 0.0% | 110 | 0.0% | 0.01% | -15.4% |
| Q1 2020 | $15,000 | -16.7% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $18,000 | – | 110 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |