ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,316,223 | -14.7% | 31,479 | -5.2% | 0.60% | -10.5% |
| Q2 2023 | $2,713,934 | -3.4% | 33,198 | -1.1% | 0.67% | -3.2% |
| Q1 2023 | $2,810,474 | -24.3% | 33,574 | -21.8% | 0.69% | -29.3% |
| Q4 2022 | $3,714,714 | +20.2% | 42,925 | +12.7% | 0.97% | +17.7% |
| Q3 2022 | $3,090,000 | -47.8% | 38,082 | -44.9% | 0.83% | -49.7% |
| Q2 2022 | $5,920,000 | – | 69,154 | – | 1.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |