ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,794,000 | -7.2% | 46,763 | -2.1% | 2.26% | -1.9% |
| Q2 2022 | $4,090,000 | +83.2% | 47,784 | +94.7% | 2.31% | +110.1% |
| Q1 2022 | $2,233,000 | +13.8% | 24,539 | +10.5% | 1.10% | +15.1% |
| Q4 2021 | $1,963,000 | +14.1% | 22,198 | +1.8% | 0.95% | +4.5% |
| Q3 2021 | $1,721,000 | +96.7% | 21,805 | +244.1% | 0.91% | +5.7% |
| Q1 2021 | $875,000 | 0.0% | 6,336 | 0.0% | 0.86% | 0.0% |
| Q1 2020 | $875,000 | +48.6% | 6,336 | +75.3% | 0.86% | +63.9% |
| Q3 2019 | $589,000 | +19.2% | 3,615 | +10.2% | 0.53% | +15.1% |
| Q2 2019 | $494,000 | +18.8% | 3,279 | +16.2% | 0.46% | +13.9% |
| Q1 2019 | $416,000 | -81.5% | 2,823 | -83.2% | 0.40% | -83.4% |
| Q4 2018 | $2,254,000 | +20390.9% | 16,791 | +20629.6% | 2.43% | +24160.0% |
| Q2 2018 | $11,000 | -56.0% | 81 | -59.1% | 0.01% | -56.5% |
| Q1 2018 | $25,000 | -69.9% | 198 | -68.5% | 0.02% | -69.7% |
| Q4 2017 | $83,000 | – | 628 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |