ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,237 | +7.7% | 454 | +24.0% | 0.00% | +100.0% |
| Q2 2023 | $29,925 | +1.0% | 366 | +4.0% | 0.00% | -50.0% |
| Q1 2023 | $29,636 | +22.3% | 352 | +25.7% | 0.00% | 0.0% |
| Q4 2022 | $24,236 | -34.5% | 280 | -36.8% | 0.00% | -33.3% |
| Q3 2022 | $37,000 | +131.2% | 443 | +142.1% | 0.00% | +200.0% |
| Q2 2022 | $16,000 | -5.9% | 183 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | +21.4% | 183 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | -6.7% | 183 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $15,000 | +7.1% | 183 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +7.7% | 183 | +98.9% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -13.3% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | +7.1% | 92 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $14,000 | -17.6% | 92 | -20.0% | 0.00% | -25.0% |
| Q1 2019 | $17,000 | +41.7% | 115 | +25.0% | 0.00% | +33.3% |
| Q4 2018 | $12,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | 0.0% | 92 | 0.0% | 0.00% | -40.0% |
| Q3 2017 | $12,000 | 0.0% | 92 | 0.0% | 0.01% | -16.7% |
| Q2 2017 | $12,000 | 0.0% | 92 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $12,000 | +9.1% | 92 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $11,000 | – | 92 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |