ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,846 | -10.9% | 2,378 | -9.3% | 0.04% | +59.3% |
| Q4 2021 | $231,000 | -2.9% | 2,623 | -12.9% | 0.03% | -12.9% |
| Q3 2021 | $238,000 | -83.2% | 3,013 | -70.1% | 0.03% | -88.1% |
| Q2 2020 | $1,415,000 | +21.9% | 10,088 | +20.2% | 0.26% | +3.2% |
| Q1 2020 | $1,161,000 | -72.2% | 8,392 | -67.5% | 0.25% | -68.0% |
| Q4 2019 | $4,177,000 | +35.2% | 25,782 | +35.9% | 0.79% | +11.9% |
| Q3 2019 | $3,090,000 | +27.3% | 18,970 | +17.7% | 0.71% | +55.4% |
| Q2 2019 | $2,427,000 | +7.8% | 16,112 | +5.3% | 0.46% | -6.8% |
| Q1 2019 | $2,252,000 | +35.3% | 15,295 | +23.5% | 0.49% | -1.6% |
| Q4 2018 | $1,665,000 | – | 12,386 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |