ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,100 | +16.1% | 668 | +29.0% | 0.01% | +25.0% |
| Q2 2023 | $42,289 | -2.3% | 518 | +0.2% | 0.01% | -11.1% |
| Q1 2023 | $43,275 | -3.2% | 517 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $44,700 | +148.3% | 517 | +139.4% | 0.01% | +150.0% |
| Q3 2022 | $18,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 216 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +5.3% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 214 | +100.0% | 0.00% | -20.0% |
| Q3 2020 | $16,000 | +6.7% | 107 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | 0.0% | 107 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $15,000 | -11.8% | 107 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $17,000 | 0.0% | 107 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $17,000 | +6.2% | 107 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 107 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +60.0% | 106 | +41.3% | 0.01% | +50.0% |
| Q4 2018 | $10,000 | – | 75 | – | 0.00% | – |
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% |