ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - 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% | – |
Download | ||||||
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% |