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 ↓ |
---|---|---|---|
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% |