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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12,018,069 | +65.6% | 138,873 | +55.2% | 4.34% | +49.8% |
| Q3 2022 | $7,258,000 | +595.9% | 89,473 | +1152.4% | 2.90% | +488.6% |
| Q3 2020 | $1,043,000 | -8.1% | 7,144 | -11.8% | 0.49% | -21.7% |
| Q2 2020 | $1,135,000 | -93.3% | 8,102 | -92.2% | 0.63% | -93.3% |
| Q4 2019 | $16,882,000 | +7.9% | 104,181 | +8.4% | 9.40% | -11.2% |
| Q3 2019 | $15,648,000 | +28.5% | 96,089 | +18.7% | 10.59% | +24.4% |
| Q2 2019 | $12,181,000 | +9.1% | 80,937 | +6.2% | 8.51% | +1.5% |
| Q1 2019 | $11,163,000 | +264.4% | 76,244 | +205.0% | 8.39% | +191.8% |
| Q3 2016 | $3,063,000 | +2.4% | 24,995 | +9.7% | 2.87% | +1.8% |
| Q2 2016 | $2,992,000 | +6.9% | 22,793 | +0.7% | 2.82% | +4.6% |
| Q1 2016 | $2,798,000 | – | 22,629 | – | 2.70% | – |
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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% |