ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |