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 | $393,212 | -10.0% | 5,344 | 0.0% | 0.02% | -13.0% |
| Q2 2023 | $436,872 | -2.3% | 5,344 | 0.0% | 0.02% | -14.8% |
| Q1 2023 | $447,346 | -13.9% | 5,344 | -11.0% | 0.03% | -12.9% |
| Q4 2022 | $519,846 | +6.7% | 6,007 | 0.0% | 0.03% | -8.8% |
| Q3 2022 | $487,000 | -16.6% | 6,007 | -9.8% | 0.03% | +17.2% |
| Q2 2022 | $584,000 | -3.5% | 6,657 | 0.0% | 0.03% | +11.5% |
| Q1 2022 | $605,000 | +2.9% | 6,657 | 0.0% | 0.03% | +18.2% |
| Q4 2021 | $588,000 | -0.2% | 6,657 | -10.7% | 0.02% | -4.3% |
| Q3 2021 | $589,000 | -2.8% | 7,455 | -2.4% | 0.02% | -4.2% |
| Q2 2021 | $606,000 | -1.5% | 7,635 | +2.6% | 0.02% | +41.2% |
| Q1 2021 | $615,000 | +7.3% | 7,442 | 0.0% | 0.02% | -26.1% |
| Q4 2020 | $573,000 | -10.7% | 7,442 | +67.2% | 0.02% | -30.3% |
| Q3 2020 | $642,000 | +4.1% | 4,451 | -1.5% | 0.03% | -2.9% |
| Q2 2020 | $617,000 | -6.5% | 4,517 | -5.2% | 0.03% | -22.7% |
| Q1 2020 | $660,000 | -43.2% | 4,766 | -33.8% | 0.04% | -29.0% |
| Q4 2019 | $1,161,000 | -0.9% | 7,202 | 0.0% | 0.06% | -11.4% |
| Q3 2019 | $1,172,000 | +6.4% | 7,202 | -1.5% | 0.07% | +2.9% |
| Q2 2019 | $1,102,000 | +5.3% | 7,314 | +2.8% | 0.07% | -1.4% |
| Q1 2019 | $1,047,000 | +3.2% | 7,114 | -6.3% | 0.07% | -8.0% |
| Q4 2018 | $1,015,000 | -0.4% | 7,591 | -0.2% | 0.08% | +10.3% |
| Q3 2018 | $1,019,000 | -0.6% | 7,605 | -2.2% | 0.07% | -15.0% |
| Q2 2018 | $1,025,000 | -8.7% | 7,775 | -11.8% | 0.08% | -18.4% |
| Q1 2018 | $1,123,000 | -11.0% | 8,813 | -7.3% | 0.10% | -13.3% |
| Q4 2017 | $1,262,000 | -4.7% | 9,505 | -4.6% | 0.11% | -14.4% |
| Q3 2017 | $1,324,000 | -3.2% | 9,965 | -5.3% | 0.13% | -5.7% |
| Q2 2017 | $1,368,000 | +3.9% | 10,525 | +2.6% | 0.14% | +2.2% |
| Q1 2017 | $1,317,000 | +0.8% | 10,261 | -4.3% | 0.14% | -20.3% |
| Q4 2016 | $1,306,000 | -2.9% | 10,726 | -2.3% | 0.17% | -5.0% |
| Q3 2016 | $1,345,000 | -10.7% | 10,975 | -4.5% | 0.18% | -17.4% |
| Q2 2016 | $1,507,000 | +10.5% | 11,495 | +4.7% | 0.22% | +4.8% |
| Q1 2016 | $1,364,000 | – | 10,975 | – | 0.21% | – |
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% |