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 | $560,974 | -9.9% | 7,624 | +0.1% | 0.24% | -6.0% |
| Q2 2023 | $622,853 | -4.3% | 7,619 | -2.0% | 0.25% | -11.0% |
| Q1 2023 | $650,762 | +104356.2% | 7,774 | +8.1% | 0.28% | +1.1% |
| Q4 2022 | $623 | -99.9% | 7,194 | +2.9% | 0.28% | +0.4% |
| Q3 2022 | $567,000 | -3.4% | 6,989 | +1.9% | 0.28% | +6.1% |
| Q2 2022 | $587,000 | -14.2% | 6,859 | -8.7% | 0.26% | -3.0% |
| Q1 2022 | $684,000 | +5.7% | 7,514 | +2.7% | 0.27% | +2.7% |
| Q4 2021 | $647,000 | +8.2% | 7,313 | -3.4% | 0.26% | +1.9% |
| Q3 2021 | $598,000 | +2.7% | 7,573 | +2.2% | 0.26% | +0.4% |
| Q2 2021 | $582,000 | -1.9% | 7,413 | -0.6% | 0.26% | -10.4% |
| Q1 2021 | $593,000 | +12.7% | 7,458 | +10.0% | 0.29% | +5.5% |
| Q4 2020 | $526,000 | +5.6% | 6,783 | +99.0% | 0.27% | -3.5% |
| Q3 2020 | $498,000 | +6.4% | 3,409 | +2.1% | 0.28% | -6.6% |
| Q2 2020 | $468,000 | +15.6% | 3,339 | +13.8% | 0.30% | -4.7% |
| Q1 2020 | $405,000 | -7.7% | 2,934 | +8.3% | 0.32% | +12.4% |
| Q4 2019 | $439,000 | +2.8% | 2,709 | +3.2% | 0.28% | -6.9% |
| Q3 2019 | $427,000 | +13.0% | 2,624 | +4.6% | 0.30% | +3.1% |
| Q2 2019 | $378,000 | +18.9% | 2,509 | +16.2% | 0.30% | +13.5% |
| Q1 2019 | $318,000 | +17.8% | 2,159 | +7.2% | 0.26% | +6.1% |
| Q4 2018 | $270,000 | +5.5% | 2,014 | +5.5% | 0.24% | +21.9% |
| Q3 2018 | $256,000 | +1.2% | 1,909 | -0.4% | 0.20% | -5.2% |
| Q2 2018 | $253,000 | +6.8% | 1,917 | +3.0% | 0.21% | +5.0% |
| Q1 2018 | $237,000 | -5.6% | 1,862 | -1.3% | 0.20% | -5.6% |
| Q4 2017 | $251,000 | – | 1,887 | – | 0.21% | – |
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% |