ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 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 | 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% |