ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. 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 | 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% |